Gerald Smith

Gerald Smith is a Senior Vice President in Wealth Management at UBS, a position held since 2010. With a career in the financial services industry that began in 1986, Gerald previously served as a Financial Advisor at Merrill Lynch for 24 years. Gerald assists high net worth individuals, business owners, and corporate executives in managing their financial lives, with a strong emphasis on asset allocation, retirement income planning, and estate strategies. Gerald earned a Bachelor of Science in Industrial Engineering from Purdue University and an MBA in Finance from Indiana University Bloomington.