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
Morton300x300

Community College in Action: A Success Story

Jim Morton - Cape Fear Community College
Jasonpathfinder3

Trump Account Update: What Parents Need to Know in 2026

Jason Wheeler - Pathfinder Wealth Consulting
Untitleddesign13 162533932

How 6 Million Business Owners Could Miss the $14 Trillion Exit Window

Tully Ryan - IQEXIT

Trending News

Coastal Land Trust Strikes Deal To Preserve More Than 3,200 Acres Of Sledge Forest

Cierra Noffke - Jun 25, 2026

Refinery Project Eyeing Brunswick County Could Bring $500M Investment, 300 Jobs

Emma Dill - Jun 26, 2026

Tech Wilmington: Upcoming Events Calendar

Staff Reports - Jun 24, 2026

As Local Firms Exit State Incentive Deals, 2 Remain Active

Emma Dill - Jun 25, 2026

Brunswick Realtors: Home Sales Hit New High In May

Staff Reports - Jun 26, 2026

In The Current Issue

Shipping Shifts: Officials Map Future Cargo, Container Growth At Port

Just as calls from the massive container ships dropped off, port officials began drafting a new strategic plan to guide N.C. Ports....


NCino CEO Eyes AI Future

The decisions he makes ripple through his organization of over 1,700 employees, into the finance and banking industries, and, in some cases,...


State July 4 Festival Shifts For Financial Stability

Officials said that the N.C. Fourth of July Festival is an annual fundraising miracle that can’t be taken for granted because there’s no fin...

Book On Business

The 2026 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