Jeffrey J. Smith, CFP® CPWA® RMA® ChFC® CRPC®, a Managing Partner and Private Wealth Advisor, brings more than 20 years of expertise in financial and wealth planning. Prior to forming OWL Private Wealth Advisors, Jeff was a First Vice President of Wealth Management at UBS where he served not only as a Wealth Advisor but also in a leadership role for the Michigan Market. Jeff is a graduate of the Eli Broad College of Business at Michigan State University and has completed post graduate coursework at The American College, Oakland University, The College for Financial Planning and most recently, The University of Chicago- Booth School of Business. Jeff regularly conducts educational seminars about retirement planning and investing for the employees and retirees of multiple Fortune 500 companies including AT&T, General Motors, Ford and Chrysler. Additionally, Jeff was featured in the July 2013 Building Wealth in Southeast Michigan section of Kiplinger’s Personal Finance Magazine.When not in the office, Jeff enjoys spending time with his wife Karen and son Wolf – skiing, playing golf & cheering on his Michigan State Spartans.
CFP, ChFC, CPWA, CRPC, RMA
OWL Private Wealth Advisors
Serving Clients in these States