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
Screenshot2022 01 06at338 162234623

Food is the Foundation for Prosperous Communities

Girard Newkirk - Genesis Block
Gretchen roberts 2021

Are You Protected from Employee Theft?

Gretchen Roberts - Red Bike Advisors
Jessiepowellheadshot webversion

5 Reasons to Build Custom Franchise Software

Jessie Powell - Wide Open Tech

Trending News

Passenger Rail Study Picks Eastern Route

Emma Dill - May 3, 2024

Entrepreneur Brings Young Tech Startup From Triangle To Wilmington

Audrey Elsberry - May 3, 2024

Biden To Announce National $3B Lead Pipe Replacement Project In Wilmington Visit

Audrey Elsberry - May 2, 2024

The Husk, YoSake Sell In Downtown Wilmington

Jessica Maurer - May 3, 2024

UPDATE: Biden Shares Details On National Lead Pipe Funding At Wilmington Talk

Audrey Elsberry - May 2, 2024

In The Current Issue

Novant Health Adds new AFib Treatment

Novant Health Heart & Vascular Institute has incorporated a recent FDA-approved treatment for AFib, or atrial fibrillation, as an option for...


CEA Minority-Owned Winner: Steeping In Success

Adrienne Arrington-Kenion decided to share her creations of herbal teas, eventually naming her company, Queen Esther Teas, after her grandmo...


CEA Technology Winner: UNCW Grad Hooks Catchy Idea

Landon Hill's Local Catch app looks to streamline communication between stakeholders in the local fishing and seafood industry....

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