Smith & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Smith & Associates
Team photo for Smith & Associates

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Advisors

Erin Ross

Financial Advisor

Senior Vice President of Smith & Associates
Visit Erin Ross's website


Team

Julie Gentry

Julie Gentry

Client Service Coordinator

Qualifications

  • 18 years of managing excellent client service experience
  • 14 years of small business operations and management

Roles & Responsibilities

  • Client experience manager
  • Brand Ambassador
  • Assists with client appointments
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Zanna Szalai

Zanna Szalai

Operations Manager

Qualifications

Roles & Responsibilities

  • Prepare client meetings
  • Follow up with clients after their engagement
  • Assist in client interaction
  • Process application and paperwork
  • Oversee internships
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