Jeffrey J. Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC®
Founder | Managing Partner | Private Wealth Advisor
I am a Managing Partner and Private Wealth Advisor, with more than 23 years of expertise in financial and wealth planning. Prior to forming OWL Private Wealth AdvisorsTM, 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, as well as a contributing author of "More Than Money - Real-Life Stories of Financial Planning."
When not in the office, I enjoy spending time with my family and friends - golfing, watching my son Wolf swim and 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 2023, 2022, 2021,2019,2018,2017
- Digital Asset Council of Financial Professionals- Certificate in Blockchain & Digital Assets- 2022
- AdvisorHub 2024 -1000 Advisors to watch - 100 Fast - Growing - #16 in the nation Ranking methodology
- Contributing author for "More Than Money - Real-Life Stories of Financial Planning."
Professional Designations
The CERTIFIED FINCNACIAL PLANNERTM (CFP® ) certification process is administered by CFP Board. This designation, 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 (ChFC® ) 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 Chartered Retirement Planning Counselor (CRPC® ) 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.
The Certified Private Wealth Advisor certification (CPWA® ) was 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® ) designation, 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 (CEPA® ) certification 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
- Series 31, Futures Managed Funds Examination
- Life, Heath, Variable Annuity Insurance Licenses
Registered States:
AZ, CA, FL, GA, MI, MT, NC, NV, OH, TN, TX