Stephen D. Smith, CFP, CIMA - UBS Financial Services Inc.

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1 N Wacker Dr
Chicago, IL 60606

Stephen D. Smith, CFP, CIMA, is a Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc. in Chicago, IL. With a focus on legacy planning, he helps high-net-worth individuals and families develop customized investment strategies that align with their values and aspirations.

Steve, a graduate of Truman State University, has dedicated his career to wealth management at UBS since 1993. He is actively involved in community service, including mentorship programs and supporting breast cancer research, reflecting his commitment to giving back while guiding clients through comprehensive financial planning.

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