Kelly A. Smith is an Associate Director in the Wealth Strategies for Cedar Brook Financial Partners. In this role, Ms. Smith is responsible for analyzing client data and assisting the firm’s principals, partners and associates with creating comprehensive wealth management plans for clients.
Prior to joining Cedar Brook, Ms. Smith served several roles at Beacon Financial Partners. She was responsible for the Wealth Management Department from the company’s inception in 2007 until August 2011, when she became a Senior Advisor in the firm, providing planning and operations support for high net worth individuals and physicians. Ms. Smith has worked in several financial planning firms and a small family office/accounting firm where she provided financial planning expertise and case design for high net worth individuals, professional athletes and key executives. There, she developed a special expertise in matters relating to high net worth clients.
Ms. Smith earned a CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 1999 and holds FINRA Securities licenses 6, 7, 11 and 63, in addition to being Ohio life licensed. She is an active member in the volunteer community, including Susan G. Komen for the Cure and the United Way.
Ms. Smith lives in Bainbridge, Ohio with her husband James, and enjoys spending time with her family, especially her new granddaughter, Hannah.