I have spent 14 years helping families and individuals successfully manage their wealth. I am a Seattle native and have helped families in the Pacific Northwest proficiently navigate life events by being accessible, thorough and caring. I enjoy being a good communicator as well as a strong collaborator with other trusted advisors such as CPAs, estate attorneys and family offices.
I have a wide range of financial experience extending to my time at Edward Jones as well as my tenure as a senior vice president of wealth management at UBS in downtown Seattle.
Areas of focus include portfolio construction for the different phases of retirement, with emphasis on nearing retirement, newly retired and longevity throughout the post retirement years.
I am able to work well with both analytical and common-sense data, which is an asset in developing investment allocation strategies designed to help accomplish your goals.
I came to Edward Jones due to their strong history of putting clients' needs first. I enjoy being local and assessible and having a great team partner in Vicky Price who is our Senior Administrator and handles many of our client care needs.
I work diligently to help you protect, grow, preserve and pass on your wealth.
Special areas of focus areas include:
Professional athlete financial literacy and post-playing career planning.
Privately held family companies -
Familiar with multi-generational issues
Familiar with rising generation planning
Familiar with family governance
My family and I enjoy sports, time on Whidbey Island and family movie nights, especially comedies.
- Socially Conscious Investing
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
- College Savings
My Personal Interests
- Coaching Sports
- Real Estate
- Spending Time with Family
Phone NumberChad R Smith at (206) 527-0919
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
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