A plan for today, tomorrow and generations to come

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.

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Tommy Smith

Senior Vice President–Wealth Management

Financial Advisor

Tommy brings 32 years of experience helping clients manage their total financial picture. Tommy emphasizes financial planning, retirement income for high net worth individuals, and families.

Tommy graduated from St. Ambrose University with a Bachelor of Arts in Business with concentrations in Finance and Marketing.

Tommy is an active member in his community. He served on the St. Puis Church Council in Rock Island and is a Member of the Rock Island Kiwanis where he has served on the board. 

Tommy and his wife Kim, have lived in the Quad Cities their entire life. They have one daughter and one son. His hobbies include golf and euchre.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • IA
  • IL
  • IN
  • KS
  • MD
  • MI
  • MN
  • MO
  • NY
  • TN
  • TX
  • VT
  • WA
  • WI

Education

  • B.A. Business, St. Ambrose University
5515 Utica Ridge Road
Suite 200
Davenport, IA 52807
  • (563) 424-3794

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

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.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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