Brad Smithy is a founding partner and president of Elevation Point, where they currently lead wealth management initiatives. Prior to this, they held multiple leadership roles at UBS from 2016 to 2024, including managing director and divisional director of the WMA Client Advisory Group. They also served as a complex director and financial advisor at Merrill Lynch from 1993 to 2000. Brad holds a BSBA in Finance from the University of Florida, earned between 1985 and 1989.
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