Gerald Smith

About Gerald Smith

Gerald joined the financial services industry in 1986 and has managed his clients\' financial lives through many market corrections and recessions. He assists a select group of high net worth individuals, business owners andcorporate executives in all facets of their financial life. Since he chooses to serve only select clients, his team is available to provide customized solutions to complex issues, attentive personal service and accountability. He emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also assists clients with liability management, education funding, structures for charitable giving and estate planning. By working with your attorney, he helps evaluate strategies for transferring your assets so you can leave a legacy. With Gerald, you will always be connected to your money through portfolio reviews, online access, and communication on wealth management insights. He stays actively engaged and takes a hands-on approach, which enables him to anticipate your needs.Gerald\'s professional experience includes working at Merrill Lynch. He holds the applicable securities registrations and insurance licenses. He also relentlessly pursues advanced training programs to stay equipped to address the issues that impact his 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.**

Experience

1. Senior Vice President - Wealth Management

   UBS

   Oct 2010 — Present · Oak Brook, IL, US

Education

• Purdue University

  Bachelor of Science (B.S.)

  1977 — 1981

• Indiana University Bloomington

  Master of Business Administration (M.B.A.)

  1983 — 1985

Skills

• Retirement Planning
• Market Research
• Customer Service
• Investment Strategies
• Fixed Income
• Long-Term Customer Relationships
• Asset Allocation
• Risk Management
• Philanthropy
• Equities
• Wealth Management
• Strategic Financial Planning