Broker Check
Jeffrey J. Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC®

Jeffrey J. Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC®

Managing Partner | Private Wealth Advisor

Schedule a time with Jeff


I am Wolf's Dad and Karen's husband. Professionally, I am a Managing Partner and Private Wealth Advisor, with more than 22 years of expertise in financial and wealth planning. Prior to forming OWL Private Wealth Advisors, I was a First Vice President of Wealth Management at UBS where I served not only as a Wealth Advisor but also in a leadership role for the Michigan Market. I am a  graduate of the Eli Broad College of Business at Michigan State University and have completed post graduate coursework at The American College, Oakland University, The College for Financial Planning and most recently, The University of Chicago- Booth School of Business. I regularly conduct educational seminars about retirement planning and investing for the employees and retirees of multiple Fortune 500 companies. Additionally, I was featured in the July 2013 Building Wealth in Southeast Michigan section of Kiplinger's Personal Finance Magazine.

When not in the office, I enjoy spending time with  Karen and  Wolf - skiing, playing golf & cheering on the Michigan State Spartans.

 

Professional Experience


UBS Financial Services Inc.
First Vice President- Wealth Management- Wealth Advisor
Troy, MI
August 2011 – January 2020


Merrill Lynch Wealth Management
Vice President- Investments
Bloomfield Hills, MI
June 2007 - August 2011


UBS Financial Services Inc.
Financial Advisor
Troy, MI
June 2002 - June 2007


Morgan Stanley
Retirement Planning Specialist
Troy, MI
December 2000 - June 2002


Professional Accomplishments


 Board Member- Certified Financial Planner Board of Standards- 2009 Detroit Financial Planning
   Clinic
 Speaker- Certified Financial Planner Board of Standards- 2009 Detroit Financial Planning Clinic
 Hour Detroit- Detroit Wealth Managers- Highest in overall satisfaction

 Digital Asset Council of Financial Professionals- Certificate in Blockchain & Digital Assets- 2022

Professional Designations


 

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience. Chartered Financial Consultant designations are granted by the American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

The study program includes training in making a comprehensive assessment of an individual's financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more.

An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

The Retirement Management Advisor® (RMA®) is an advanced certification that focuses on building custom retirement income plans to mitigate clients’ risks and to master the retirement planning advisory process, all within the ever-changing regulatory environment.

The Certified Exit Planning Advisor® certification which is integral to businesses and their owners who require a process to maximize business value, integrate personal financial planning before and after the transition of a business and bringing a team of professionals together to best achieve their goals.             

 

Licenses


 Series 66, Investment Advisor Representative & Uniform Securities State Agent
 Series 7, General Securities Representative
 Life, Heath, Variable Annuity Insurance License

Registered States:
AZ, CA, FL, GA, MI, MT, NC, NV, NY, OH, TN