Adam Smith

Client Service Associate


Adam graduated from the University of Cincinnati in the Spring of 2020 with a BBA in Finance. Before coming to UBS as a Registered Client Service Associate, Adam worked at Fidelity Investments for a year and a half as a Client Relationship Advocate from their Northern Kentucky office. He has obtained his Series 7 and 63 licenses and is excited to work with the Spartan Wealth team where he can work closely and develop meaningful relationships with clients. Adam enjoys spending his free time hiking, travelling, and following a combination of Cincinnati and Detroit sports.

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