
Cfp Justin Smith Cpfa Tm
As a founding partner of the Beane, Smith & Associates Wealth Management group, I seek to take the anxiety out of finances for... | Easton, Maryland, United States
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Cfp Justin Smith Cpfa Tm’s Emails ju****@ml****.com
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Cfp Justin Smith Cpfa Tm’s Location Easton, Maryland, United States
Cfp Justin Smith Cpfa Tm’s Expertise As a founding partner of the Beane, Smith & Associates Wealth Management group, I seek to take the anxiety out of finances for those our team serves, as they look to achieve their individual and family goals. Our disciplined Goals Based Wealth Management process helps our clients find perspective and purpose in their financial lives. The most rewarding part of our work is helping successful individuals and their families make a lasting impact on future generations, by being good stewards of the wealth they have accumulated. ON A PERSONAL NOTE: I am a lifelong native of Maryland's Eastern Shore, growing up in Caroline County. My wife, Haley, and I are proud parents to two young sons, Parker & Banning and we currently reside in Centreville, Maryland. Away from the office you will find me, spending time with my family and friends, traveling and golfing. Furthermore, I take special pride in helping to serve my community, as a Past President of the Centreville Rotary Club and as a committee member for Bay Area Young Life. I WELCOME A CONNECTION IF: - You are looking to work with a dynamic Wealth Management Team and would benefit from the ability to simplify your financial life. - You would like an introduction to anyone in my network - You are a fellow Rotarian looking to share ideas or learn more about the Centreville Rotary Club. Phone: 410-820-4315 Email: [email protected] *Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER and CFP in the U.S.
Cfp Justin Smith Cpfa Tm’s Current Industry Merrill Lynch Wealth Management
Cfp
Justin Smith Cpfa Tm’s Prior Industry
Merrill Lynch Wealth Management
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Work Experience

Merrill Lynch Wealth Management
Wealth Management Advisor, Vice President
Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present