Christopher Smith has over 20 years experience as a “Wealth Management Advisor” helping high net-worth individuals and business owners manage their investments. He provides professional and personalized service depending upon each client’s individual financial circumstances. Christopher has a Bachelor of Science Degree in Finance and has previously worked at major investment firms such as Smith Barney and A.G. Edwards. He is currently registered through LPL Financial to do securities business in Florida, Pennsylvania, and Missouri.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or call at 561-445-3087.