Financial planning and beyond

 The Smith Wealth Management Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Chess board

It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. This relationship is even more important during periods of life transition–particularly retirement. Whether your retirement is a few years or a few decades away, it's important to start thinking about how you want to live your future. Talk to us about how we can help you with the financial guidance and resources you need to embrace your future with confidence.

  • Kyle Smith Profile Photo

    Kyle Smith

    Financial Advisor

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    • AL
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    Kyle has more than 20 years of experience in the financial services industry fifteen of them with our firm. Prior to UBS, he worked at Robinson-Humphrey, formerly part of Citigroup Inc., as an investment banking analyst. Kyle provides his clients a wide array of wealth management analysis and asset allocation, estate and retirement planning, corporate cash management and lending. In addition to being a CERTIFIED FINANCIAL PLANNER™, Kyle is a UBS Wealth Advisor and holds his FINRA Series 7, 63 and 65 designations. He also holds Life Insurance and Commodities and Futures licenses.

        • Wealth Advisor
        3801 PGA Boulevard
        10th Floor
        Palm Beach Gardens, FL 33410
      • J. Thomas "Tom" Smith Profile Photo

        J. Thomas Smith

        Managing Director–Wealth Management

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        Tom has been with our firm for more than 40 years. He provides his clients with wealth management solutions that are tailored to fit their individual needs and focuses on stocks, bonds, mutual funds, insurance and managed money. In his years at the Firm, Tom has been a Financial Advisor as well as a Branch Manager. He holds Insurance and Commodities and Futures licenses and is also a Registered Option Principal. Tom graduated with a BS degree from the University of Florida and also performed graduate work at NYU in finance and economics.

        • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • University of Florida, BS
          3801 PGA Boulevard
          10th Floor
          Palm Beach Gardens, FL 33410
        • Kelly Oberg Profile Photo

          Kelly Oberg

          Team Administrator

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          • AL
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          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
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          • MA
          • MD
          • MI
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
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          • VA
          • WA
          • WI
          • WV

          Kelly has more than 30 years of experience in the financial services industry and has been with our firm for 25 years. Prior to joining UBS, she worked for E.F. Hutton. Kelly focuses primarily on retirement planning services as well as lending, insurance and estate planning strategies. Kelly holds her FINRA Series 7 and Series 66 designations as well as the Life, Health and Variable Insurance license. She lives in Palm Beach Gardens with her husband, John, and two children. In her spare time, Kelly enjoys traveling, fishing and skiing.

                3801 PGA Boulevard
                10th Floor
                Palm Beach Gardens, FL 33410
              • Lauren Webb Profile Photo

                Lauren Webb

                Wealth Management Associate

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                • AR
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                Lauren began her career in the financial services industry in December 2007. Prior to joining UBS, she worked at Morgan Stanley and Merrill Lynch. Lauren assists the team with servicing, scheduling and implementing administrative and operational tasks. She uses her industry knowledge to help build and maintain strong client relationships. Lauren’s attention to detail and commitment to delivering the highest level of personal service to clients makes her an integral part of The Smith Wealth Management Group. Lauren holds her FINRA Series 7 and Series 66 designations as well as the Life, Health and Variable insurance license. Lauren enjoys being active outside, cooking, watching movies and spending time with family and friends.

                      3801 PGA Boulevard
                      10th Floor
                      Palm Beach Gardens, FL 33410

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

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                    UBS is a world-leading wealth manager