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

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

Managing Partner | Private Wealth Advisor

I am Wolf's Dad and Karen's husband. Professionally, I am a Managing Partner and Private Wealth Advisor, with more than 20 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 conducts educational seminars about retirement planning and investing for the employees and retirees of multiple Fortune 500 companies including AT&T, General Motors, Ford and Chrysler. 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.

Fun Fact - You will likely find me wearing a pair of Nike Dunk’s or Air Jordan on most days.

 

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


 CERTIFIED FINANCIAL PLANNER™ Designation- 2005
 Chartered Financial Consultant Designation- 2007
 Chartered Retirement Planning Consultant Designation- 2007
 Certified Private Wealth Advisor® Designation- 2017
 Cash Balance Consultant - 2019

 Retirement Management Advisor® Designation- 2020

 

 

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, CT, FL, GA, IL, IN, MA, MI, MO, MT, NV, NY, OH, PA, TN, TX, WI