Our advisors

Amy L Smith

Private Wealth Advisor

President of Smith & Associates
Learn more about Amy L Smith Visit Amy L Smith's website

Erin Ross

Financial Advisor

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


Our team

Julie Gentry

Julie Gentry

Client Service Coordinator

Qualifications

  • 18 years of client service experience

Roles & Responsibilities

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

Zanna Szalai

Operations Manager

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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Jack Callaghan

Jack Callaghan

Operations Specialist

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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Elizabeth Prince

Elizabeth Prince

Client Service Specialist

Roles & Responsibilities

  • Prepare client meetings
  • Follow up with clients after their engagement with advisors
  • Assist in client interactions
  • Process applications and paperwork
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Samuel Bedford

Samuel Bedford

Client Service Manager

Roles & Responsibilities

  • Prepare client meetings
  • Follow up with clients are their engagement
  • Assist in client interaction
  • Process applications and paperwork
  • Oversee interships
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