Gary D. Smith began his investment management career in 1986 at Smith Barney Harris Upham. Gary and his father Jerry joined UBS in 2009 to enhance investment management capabilities. After many years of working together, Jerry retired in 2018. Gary and his team focus on a financial planning process to achieve individualized client goals. A thorough contact management plan is essential to their process and the client experience. Gary is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, Gary is qualified to provide highly personalized wealth management services to his clients. He also maintains the CPWA® designation from the Investments and Wealth Institute (formerly known as IMCA®). Gary has also earned the Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024 for Missouri. He earned his B.S. in Finance from Northwest Missouri State University. Gary resides with his wife, Therese, and their four children in Kansas City. He is active in his community and church. An avid runner, Gary’s other interests include golf, hunting and fishing. Gary will Co-Chair the 2027 Steer Dinner & Auction. Serving since 2016.