Ubs donissmith headshot resized
Follow Donis Linkedin
Email Donis Email

Donis Smith

Senior Vice President – Wealth Management, UBS Decision Point Wealth Consulting
BIO

Donis Smith, CFP®, CDFA® oversees the financial planning process for Decision Point Wealth Consulting and works closely with clients and their families to assist them in reaching their fiscal goals for the future. In addition to h  

...Read Entire BIO
Other
May 6, 2022

What to Consider When Establishing Scholarship Funds

Whether you want to honor a loved one, add to your legacy, give back to your community or improve access to education, funding a scholarship can help you reach your philanthropic goals and support fut ...

Financial
Feb 2, 2022

Millennials: 10 Reasons to Consider Joining a Junior Board

The nonprofit sector plays a vital role in providing services for needs that are not otherwise sufficiently addressed. As a result, nonprofit activities generate incredible impact on communities and t ...

Financial
Dec 14, 2021

The Top 5 Questions Parents Ask

1. WHEN DO I BEGIN? Children have some concept of money by age 7. They understand that money buys things, but they may not understand what else money can be used for or how you acquire money. Paren ...

Financial
Aug 4, 2021

Before You Remarry, Do This

Embark On Your Next Life Path Equipped With Knowledge About Your Financial Well-Being. If remarriage is on your horizon, congratulations! It can be an exciting new adventure, as well as an opp ...

Ubs logo 72121120921
Ico insights

INSIGHTS

SPONSORS' CONTENT
Dave sweyer 300 x 300

Insights into the 2023 Leasing Market in Wilmington, NC: What You Need to Know

Dave Sweyer - Sweyer Property Management
Headshotrosaliecalarco 1182131047

Help Stop Government Impersonator Scams

Untitleddesign2

The Importance of Real Estate Appraisals

Steve Mitchell - Cape Fear REALTORS®

Trending News

City Club, Event Center On The Market For $7.5 Million

Emma Dill - Apr 16, 2024

Wilmington Tech Company Tapped For Federal Forestry Contract

Audrey Elsberry - Apr 15, 2024

Commercial Real Estate Firm Promotes Adams, Mitchell To Vice President Roles

Staff Reports - Apr 16, 2024

New Hanover Industrial Park To Get $3.3M In Incentives For Expansion, New Jobs

Emma Dill - Apr 15, 2024

Gravette Named Executive Director Of Nir Family YMCA

Staff Reports - Apr 16, 2024

In The Current Issue

Surf City Embarks On Park’s Construction

“Our little town, especially the mainland area, is growing by leaps and bounds. So having somewhere else besides the beach for kids to go an...


Bootstrapping A Remote Option

Michelle Penczak, who lives in Pender County, built her own solution with Squared Away, her company that now employs over 400 virtual assist...


With Coffee And Cocktails, Owners Mix It Up

Baristas are incorporating craft cocktail techniques into show-stopping coffee drinks, and bartenders are mixing espresso and coffee liqueur...

Book On Business

The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

2024 Power Breakfast: The Next Season