Tad Smith

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 1996, I joined Edward Jones as a financial advisor in Rutland, VT. I moved my office to Milford, CT, in 2010.

I received the professional designation Accredited Asset Management Specialist™ (AAMS®) from the College for Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I am a member of the Milford Rotary, Milford Chamber of Commerce and Milford Club, and also active in local politics. I participate in the annual Angel Ride, a charity bike ride through Connecticut that benefits the Hospital Outreach Program for Paul Newman's Hole in the Wall Gang. I also participate in the Smilow Cancer Closer To Free bike ride fund-raiser and the annual Walk to End Alzheimer's.

Along with my branch office administrators, Sharon Mullenix and Amy Thomas, I provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.