Cedar Brook Financial Partners Welcomes Kelly Smith, CFP®
Cedar Brook Financial Partners, LLC (http://www.cedarbrookfinancial.com) is pleased to welcome Kelly Smith, CFP®, Associate Director, Wealth Strategies Department of the Cleveland-based wealth management firm.
Ms. Smith joined Cedar Brook to serve as an Associate Director in the Wealth Strategies Department. This position provides the firm’s Partners with financial research and analysis support to aid them in developing comprehensive and sophisticated wealth management plans for their clients.
Prior to joining Cedar Brook, Ms. Smith served in several roles at Cleveland’s Beacon Financial Partners. At Beacon she was responsible for the wealth management department until 2011, when she became a Senior Advisor, providing planning and operations support for high net worth individuals and physicians. Before Beacon, Ms. Smith served clients at other local planning firms where she developed an expertise in matters relating to high net worth clients.
“I’m thrilled to have Kelly join our team. Her 20+ years of experience in the financial services industry enables her to contribute to our planning process from day one. Her extensive tax background allows us to add value to all of the clients and professionals we serve. She is a great addition to our team and has the background and experience in assisting the firm’s Partners in the development of comprehensive financial plans. We’re lucky to have her,” said Kristen Moran, CFP®, Director of Wealth Strategies.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and Clearwater, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2012. Cedar Brook’s now seventy-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2012 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. Securities America and its representatives do not provide tax advice. For more information, please visit www.cedarbrookfinancial.com.