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David Smith Email & Phone Number

Managing Director - Financial Advisor at UBS
Location: Dallas, Texas, United States 4 work roles 1 school
2 work emails found @ubs.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email d****@ubs.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
UBS
Role
Managing Director - Financial Advisor
Location
Dallas, Texas, United States
Company size
118049 employees

Who is David Smith? Overview

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Quick answer

David Smith is listed as Managing Director - Financial Advisor at UBS, a company with 118049 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for David Smith.

David Smith previously worked as Managing Director at Ubs and Director - Private Banking at Credit Suisse. David Smith holds Business, Marketing, Economics from University Of Mississippi - School Of Business Administration.

Company email context

Email format at UBS

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{first_initial}{last}@ubs.com
82% confidence

AeroLeads found 2 current-domain work email signals for David Smith. Compare company email patterns before reaching out.

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Profile bio

About David Smith

I am a Managing Director at UBS, member of the UBS Chairman's Council, and have advised high-net-worth individuals on all aspects of their wealth for over 30 years. My team concentrates on collaborating with entrepreneurs and business owners on pre-liquidity and post-liquidity strategies. We specialize in managing complex holdings as a result of M&A activity. While we manage assets for all high-net-worth individuals, our practice focuses on business owners who have recently experienced a liquidity event. Feel free to email me at d.smith@ubs.com or call me at 214-981-0543/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Current workplace

David Smith's current company

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UBS
Ubs
Managing Director - Financial Advisor
Dallas, TX, US
Website
ubs.com
Employees
118049
AeroLeads page
Company profile
View company profile Email format
4 roles · 23 years

David Smith work experience

A career timeline built from the work history available for this profile.

Managing Director - Financial Advisor

Ubs

Dallas, TX, US

Managing Director

Current
Ubs

Zurich, CH

UBS is a global organization with Wealth Management presence in over 50 countries. It operates through four business divisions: Global Wealth Management, Personal and Corporate Banking, Asset Management, and Investment Bank. UBS is the world's largest Wealth Manager and Private Equity raiser as well as the number one global equity research firm.

2015 - Present ~11 yrs 5 mos

Director - Private Banking

Credit Suisse

Zurich, CH

Credit Suisse is one of the world's largest financial services providers. It offers clients expertise in the areas of private banking, investment banking, and asset management.

2008 - 2015 ~7 yrs

Director - Private Banking

Lehman Brothers

US

Lehman Brothers was a global financial services firm and was considered one of the major players in the global private banking industry. Lehman was the fourth-largest investment bank in the United States.

2003 - 2008 ~5 yrs
Team & coworkers

Colleagues at UBS

Other employees you can reach at ubs.com. View company contacts for 118049 employees →

SM Stefan Meili Stefan Meili Colleague at UbsZurich, Switzerland, Switzerland View → KB Kristina Bokareva Kristina Bokareva Colleague at UbsSwitzerland, Switzerland View → MS Manasa Sunchu Manasa Sunchu Colleague at UbsHyderabad, Telangana, India, India View → EK Eddie Ko Eddie Ko Colleague at UbsHong Kong SAR, Hong Kong View → WL Wayne Lawson Turnbull Wayne Lawson Turnbull Colleague at UbsLondon, England, United Kingdom, United Kingdom View → PD Priyanka Dhanani Priyanka Dhanani Colleague at UbsZurich, Switzerland, Switzerland View → AW Agnieszka Wiesner-Mrozek Agnieszka Wiesner-Mrozek Colleague at UbsWrocław, Dolnośląskie, Poland, Poland View → GM Gerald Mcphail Gerald Mcphail Colleague at UbsSouth Croydon, England, United Kingdom, United Kingdom View → AD Annemarie Dim Annemarie Dim Colleague at UbsNew York, New York, United States, United States View → JV Johann Von Allmen Johann Von Allmen Colleague at UbsNidau, Berne, Switzerland, Switzerland View →
1 education record

David Smith education

  • University Of Mississippi - School Of Business Administration
    University Of Mississippi - School Of Business Administration
    Economics
FAQ

Frequently asked questions about David Smith

Quick answers generated from the profile data available on this page.

What company does David Smith work for?

David Smith works for UBS.

What is David Smith's role at UBS?

David Smith is listed as Managing Director - Financial Advisor at UBS.

What is David Smith's email address?

AeroLeads has found 2 work email signals at @ubs.com for David Smith at UBS.

Where is David Smith based?

David Smith is based in Dallas, Texas, United States while working with UBS.

What companies has David Smith worked for?

David Smith has worked for Ubs, Credit Suisse, and Lehman Brothers.

Who are David Smith's colleagues at UBS?

David Smith's colleagues at UBS include Stefan Meili, Kristina Bokareva, Manasa Sunchu, Eddie Ko, and Wayne Lawson Turnbull.

How can I contact David Smith?

You can use AeroLeads to view verified contact signals for David Smith at UBS, including work email, phone, and LinkedIn data when available.

What schools did David Smith attend?

David Smith holds Business, Marketing, Economics from University Of Mississippi - School Of Business Administration.

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