Kevin Smith, CFP®

Senior Vice President

Kevin Smith joined the firm in 2018 and has over a decade of experience in the financial services industry. As an advisor, Kevin works with a very diverse range of clients who are at varying stages of their financial journeys, including young professionals focused on accumulating wealth in technology and other fast-evolving industries.

Kevin believes in educating people about money early in their careers, and with his thorough experience with the firm’s technology partners, he helped to create Wealthspire Pathways, a hybrid wealth management offering which incorporates a streamlined investment solution focusing on client’s life goals and using personalized financial planning.

Kevin is a frequent author and speaker on financial topics, and participated on a panel at InVest 2019, the 5th annual digital wealth management event hosted by Financial Planning.

As an advocate for financial literacy, Kevin is committed to giving back to his community as a Junior Achievement volunteer at JA Finance Park®. There, he guides middle school students through a day-long digital budgeting experience, stopping along the way to share his own perspectives to bring the program to life. He is also on the Board of Directors of the Financial Planning Association of Central Florida.

Originally from Westchester, New York, he currently resides with his wife in Indialantic, FL.

“Financial planning isn’t something that’s taught in school, which leaves many young people to learn about money through costly mistakes. One of the reasons behind creating Wealthspire Pathways was to give younger professionals a way to educate themselves about finances with the support of an organization that can grow with them.”

Previous Experience:

  • Wealth Strategist at PagnatoKarp
  • Associate Director at Convergent Wealth Advisors
  • Client Relationship Manager at Royal Oak Capital Management, LLC
  • Client Sales & Service Officer at U.S. Trust, Bank of America Private Wealth Management

Education & Credentials

  • BS, Bucknell University, Business Administration
  • Certificate in Financial Planning, Georgetown University
  • Certified Financial Planner™
  • Series 65 license

Community:

  • Finance Park Volunteer
  • Junior Achievement of Greater Washington
  • Economic Empowerment
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.