As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals. I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2000, I joined Edward Jones as a financial advisor, opening the firm's fifth office in Harford County and became a limited partner in 2014.
I attended Virginia Tech and graduated in 1978 with a degree in engineering, and
I have a year of graduate study in business at Villanova University. I received the AAMS® designation from the College for Financial Planning. The AAMS® designation is awarded to individuals who successfully complete a 12-module professional education program, pass the final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Vira, and I have been married for 34 years, have two grown sons and we have lived in the community for 30 years. My volunteer activities include being a regional advocate for our strategic alliance with the Alzheimer's Association and part of the finance committee of our local church.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
Phone NumberSandy Smith at (410) 838-0587
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More