Daniel B. Smith

Daniel B. Smith, CFP®, CRPC®, is a Senior Vice President in Wealth Management at UBS Financial Services, where they have worked since 2010. With a career in the financial services industry starting in 1983, Daniel has previously served as VP of Lending at GE Capital and as a Financial Advisor at Merrill Lynch. Committed to delivering comprehensive financial services, Daniel also shares a passion for family, biking, and charitable work through their organization, FTBO, Inc. Daniel holds a degree from Ithaca College, where they studied from 1978 to 1983.