Verified recordFinancial Services

Bradford Smithy

Managing Director, Market Executive, Florida Market at Ubs

Based in Palm Beach Gardens, United States

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Seniority

C-Team

Department

Other

Location

Palm Beach Gardens

Industry

Financial Services

Company size

118K

Contact information

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Email

1 credit

b•••••••@ubs.com

Phone

5 credits

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Background

About Bradford Smithy

Brad Smithy is the Market Executive for the Florida Market at UBS Financial Services. He is responsible for the Wealth Management business and Private Wealth Management business within 34 offices in Florida. Brad oversees approximately 385 Financial Advisors and 265 support staff who manage a combined total of over $73 billion in client assets. With a focus on providing a full range of solutions to address client needs, Brad's vision for the Florida Market is simple – To be the provider of choice for Wealth Management advice in the communities in which we serve. Brad joined UBS in 2009 as Complex Director of the Florida East Coast Complex. Most recently, Brad led the Central Division. Prior to joining the firm, he was a 16-year veteran of Merrill Lynch where he held numerous roles including Financial Advisor, Complex Sales Manager, District Sales Manager and Complex Director. Brad serves as a member of the board for the Leukemia & Lymphoma Society, as well as for the Planned Giving Council of the Place of Hope. He is also an Ambassador for the Honda Classic Event. Brad and his wife, Laura, have three children. He is an avid outdoorsman and enjoys spending time boating, fishing, and attending sporting events.**Registered States**AK,AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VI,VT,WA,WI,WV,WY are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

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