How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Patricia Smith

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OR
- SC
- TX
- VA
- WA
- WI
Patricia's mission is to coordinate our clients' entire investment and financial lives. From understanding the client's individual needs and goals, to their unique retirement and estate planning desires, she employs a comprehensive approach to ensure our clients' have a clearly synchronized wealth management plan. Pat is adept in working with clients throughout their investment life cycle, from building wealth to engineering investment income. Her 30 years of experience as a financial professional provides a thorough understanding of private client wealth management.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Senior Portfolio Manager
- Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

patricia.b.smith@ubs.com

Patricia Smith

2575 East Camelback Road,Phoenix,AZ,85016
Charles Smith

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- KS
Charles' focus is building fixed income portfolios and engineering investment income for our clients. He specializes in tax-free municipal and corporate bonds, having developed extensive knowledge of those markets during his 30 years of experience as a financial professional. Chuck works with clients in a consultative role, providing a comprehensive view of their retirement income plan. Previously, he earned the rank of Lt. Colonel as a jet and helicopter pilot for the U.S. Air Force, serving in southeast Asia and Europe. Chuck is now an avid golfer.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

charles.smith@ubs.com

Charles Smith

2575 East Camelback Road,Phoenix,AZ,85016
Gregory Smith, CIMA

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- FL
- IL
- IN
- KS
- KY
- LA
- MD
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OR
- SC
- TX
- VA
- WA
- WI
Gregory's focus is delivering professional level portfolio management to our clients through the use of advanced strategies and a thematic approach to portfolio development. He holds an MBA from Emory University and attained the Certified Investment Management Analyst(CIMA®) designation at the Wharton School of Business/University of Pennsylvania. Greg's experience provides exceptional understanding of portfolio development and risk management techniques, as well as expertise in evaluating investment managers and alternative investments. Member of Investment Management Consultants Association.
- Emory University, MBA
- Wharton School of Business/University of Pennsylvania
- Certified Investment Management Analyst®
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

gregory.smith@ubs.com

Gregory Smith, CIMA

2575 East Camelback Road,Phoenix,AZ,85016
Elizabeth "Liz" French

Senior Registered Client Associate
View bio
- AZ
- CA
- MD
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

liz.french@ubs.com

Elizabeth "Liz" French

2575 East Camelback Road,Phoenix,AZ,85016

Patricia Smith

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OR
- SC
- TX
- VA
- WA
- WI
Patricia's mission is to coordinate our clients' entire investment and financial lives. From understanding the client's individual needs and goals, to their unique retirement and estate planning desires, she employs a comprehensive approach to ensure our clients' have a clearly synchronized wealth management plan. Pat is adept in working with clients throughout their investment life cycle, from building wealth to engineering investment income. Her 30 years of experience as a financial professional provides a thorough understanding of private client wealth management.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Senior Portfolio Manager
- Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

patricia.b.smith@ubs.com

Patricia Smith

2575 East Camelback Road,Phoenix,AZ,85016
Charles Smith

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- KS
Charles' focus is building fixed income portfolios and engineering investment income for our clients. He specializes in tax-free municipal and corporate bonds, having developed extensive knowledge of those markets during his 30 years of experience as a financial professional. Chuck works with clients in a consultative role, providing a comprehensive view of their retirement income plan. Previously, he earned the rank of Lt. Colonel as a jet and helicopter pilot for the U.S. Air Force, serving in southeast Asia and Europe. Chuck is now an avid golfer.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

charles.smith@ubs.com

Charles Smith

2575 East Camelback Road,Phoenix,AZ,85016
Gregory Smith, CIMA

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- FL
- IL
- IN
- KS
- KY
- LA
- MD
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OR
- SC
- TX
- VA
- WA
- WI
Gregory's focus is delivering professional level portfolio management to our clients through the use of advanced strategies and a thematic approach to portfolio development. He holds an MBA from Emory University and attained the Certified Investment Management Analyst(CIMA®) designation at the Wharton School of Business/University of Pennsylvania. Greg's experience provides exceptional understanding of portfolio development and risk management techniques, as well as expertise in evaluating investment managers and alternative investments. Member of Investment Management Consultants Association.
- Emory University, MBA
- Wharton School of Business/University of Pennsylvania
- Certified Investment Management Analyst®
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

gregory.smith@ubs.com

Gregory Smith, CIMA

2575 East Camelback Road,Phoenix,AZ,85016
Elizabeth "Liz" French

Senior Registered Client Associate
View bio
- AZ
- CA
- MD
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

liz.french@ubs.com

Elizabeth "Liz" French

2575 East Camelback Road,Phoenix,AZ,85016

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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UBS Group invested assets
As of 12/31/2024

51 countries

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UBS is a leading and truly global wealth manager

How can you pursue what matters most?

Pursuing your goals together

Patricia Smith

Charles Smith

Gregory Smith, CIMA

Elizabeth "Liz" French