OWL Private Wealth Advisors was formed by Jeff Smith and Brian Thomas to serve our clients' needs above all else. Having spent nearly 20 years working at large Wall Street firms, we built our firm to make our clients the top priority, rather than the shareholders of the bank. At OWL Private Wealth Advisors, we utilize our combined 40 years of experience to help clients simplify their otherwise difficult financial decisions.
Managing Partner | Private Wealth Advisor
Jeffrey J. Smith, CFP® CPWA® RMA® ChFC® CRPC®, a Managing Partner and Private Wealth Advisor, brings nearly 20 years of expertise In financial and wealth planning. Prior to forming OWL PrivateWealth Advisors,...
Brian R. Thomas, CRPC®, MBA, is a Managing Partner and Private Wealth Advisor with OWL Private Wealth Advisors. Brian has 20 years of experience in the financial services industry. He began developing his financial strategies and...
Julie A. Tuffo, BHS, MHS, brings 13 years of professional work experience to the office of OWL Private Wealth Advisors. Prior to her work in financial services, Julie completed her Master of Health Science at Drexel University in 2008...