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.

  • J. Thomas "Tom" Smith Profile Photo

    J. Thomas "Tom" 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. CA Insurance License OA10494

    • 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, 2022, 2023The 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
    • Kyle Smith Profile Photo

      Kyle Smith, CFP

      Financial Advisor

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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. CA Insurance License 0193372

          • Wealth Advisor
          3801 PGA Boulevard
          10th Floor
          Palm Beach Gardens, FL 33410
        • Daniel Allen

          Daniel Allen

          First Vice President–Wealth Management

          Financial Advisor

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          Daniel Allen- With over 20 years of wealth management experience, Dan Allen works with professional athletes and their families in creating comprehensive wealth strategies. Dan is a former collegiate athlete who has extended his focus to help address the excessive financial liabilities plaguing many professional athletes. It is with this mission in mind that he founded Elite Athlete Wealth Consultants.

          Dan received his B.S. degree in psychology from West Virginia Wesleyan College where he was awarded a Presidential Scholarship. He currently holds the Series 7, 63, and 65 registrations. He is also Life Insurance and Long-Term-Care Insurance licensed.

            • West Virginia Wesleyan College , BS in Psychology
            • Certified Exit Planning Advisor
            Financial planning
            Retirement planning
            Estate planning strategies
            Exit planning
            Custom portfolios
            Professional athletes
            Professional entertainers
            1800 Tyson's Boulevard
            5th Floor
            Mclean, VA 22102
          • Kelly Oberg Profile Photo

            Kelly Oberg

            Team Administrator

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            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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                  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

                      Are markets going "Back to the Future"?

                      Debt ceiling and inflation

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                      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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