
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 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
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, FL, GA, MI, MT, NC, NV, NY, OH, TN