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.
My Personal Interests
- Spending Time with Family
Office Address50 Broad Street
Milford, CT 06460 opens in a new window
Phone NumberTad Smith at (203) 874-1262
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:30PM|
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