Bradford Smithy, CIMA®, is a founding partner at Elevation Point where he leads the firm’s wealth management business. With more than 30 years of wealth management experience, Brad champions advisor trust and is skilled in understanding their needs, as well as the evolving needs of clients.

Before joining Elevation Point, Brad spent more than 15 years at UBS, holding leadership roles including Divisional Director. In this capacity, he oversaw more than 1,900 financial advisors responsible for managing nearly $500 billion in assets under management (AUM). Previously, Brad spent more than 15 years at Merrill Lynch in various roles including financial advisor, complex sales manager, district sales manager, and complex director.

Brad received his Bachelor of Science in Finance from the University of Florida. He holds the Certified Investment Management Analyst (CIMA) designation. He currently serves on the board of the Planned Giving Council of the Place of Hope, and has previously served on the board of the Leukemia & Lymphoma Society.