Daniel Allen - UBS Financial Services Inc. is a wealth management firm located in McLean, VA. Led by Daniel M. Allen, a seasoned financial advisor with over 20 years of experience, the firm specializes in creating comprehensive wealth strategies for professional athletes and their families. With a focus on addressing the unique financial challenges faced by athletes, Daniel Allen and his team provide personalized financial planning, retirement planning, and estate planning strategies to help clients confidently pursue their life goals.
J. Thomas Smith, a Managing Director at the firm, brings over 40 years of experience in wealth management to his clients. Offering tailored solutions that encompass stocks, bonds, mutual funds, insurance, and managed money, Smith's expertise lies in providing individualized wealth management solutions. With recognition from Barron's and Forbes, the firm is known for its commitment to delivering exceptional financial advice and services to its clients.
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