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.

Team photo for Smith & Associates

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Advisors

Amy L Smith

Private Wealth Advisor

President of Smith & Associates
Visit Amy L Smith's website


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 transactions
  • Process application and paperwork
  • Oversee internships
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