Tony Smith UBS Financial Services Inc. Birmingham, AL CONTACT

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Tony Smith

UBS Financial Services Inc.

Birmingham, AL

About

Tony is a Managing Director – Investments and Senior Portfolio Manager responsible for Stonegate’s investment and risk management process. Previously, he was a Senior Portfolio Manager at Smith Barney where he advised Ultra-High Net Worth family groups for over 15 years. Tony has been recognized as one of the nation’s top Financial Advisors by Barron’s. He graduated from University of Alabama at Birmingham, where he earned a BS and MBA.

Team Members

William E. Richardson, Senior Vice President – Wealth Management

Jerry G. Duncan , Senior Vice President – Wealth Management

Mark Sommer , Senior Vice President – Wealth Management

Christopher Compton , Senior Vice President – Wealth Management Senior Portfolio Manager

Matthew C. Brown, CFP® , Senior Vice President – Wealth Management

James Walter “Jay” Allen , Director Senior Wealth Strategy Associate

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