Gregory Smith - UBS Financial Services Inc. is a San Jose-based wealth management firm that provides personalized financial planning advice to help individuals prepare for major life changes and achieve their long-term financial goals. Led by Senior Vice President Gregory Smith, who brings a diverse background in post-production supervision and competitive swimming, the firm focuses on understanding clients' priorities, goals, concerns, and beliefs to ensure their financial well-being for years to come.
With a strong emphasis on liquidity management and a portfolio management approach, Gregory Smith - UBS Financial Services Inc. offers a range of services to help clients navigate the ever-changing financial landscape. The firm's commitment to excellence is reflected in its integration with Credit Suisse, its global footprint spanning 51 countries, and its status as a world-leading wealth manager with $3.9 trillion in invested assets globally.
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