Brad Smithy Email & Phone Number

Brad Smithy Work

• Founding Partner @ Elevation Point (July 2024 - Present)
• Managing Director, Market Executive, Florida Market @ UBS Group AG (January 2023 - July 2024)
• Member of the WM USA Operating Committee @ UBS Group AG (January 2020 - January 2023)
• Managing Director, Divisional Director, WMA Client Advisory Group Central at UBS Financial Services @ UBS Group AG (January 2020 - January 2023)
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• Member of the WM USA Management Committee @ UBS Group AG (July 2016 - January 2020)
• Managing Director, Divisional Director, WMA Client Advisory Group Southeast @ UBS Group AG (July 2016 - January 2020)
• Managing Director, Regional Director, Southeast Region @ UBS Group AG (May 2013 - July 2016)
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• Managing Director, Complex Director, Florida East Coast Complex @ UBS Group AG (January 2009 - May 2013)
• Complex Director, Palm Beach, FL @ MERRILL LYNCH (April 2005 - January 2009)
• Complex Director, Red Bank, NJ @ MERRILL LYNCH (July 2003 - April 2005)
• Complex Director, Baton Rouge, LA @ MERRILL LYNCH (July 2001 - July 2003)
• District Sales Manager, Texas District @ MERRILL LYNCH (January 2000 - July 2001)
• Financial Advisor @ MERRILL LYNCH (September 1993 - January 2000)