Liam Smith
Advisor AssociateLiam serves as an advisor associate in our Melville, NY office, supporting the local advisory team throughout the financial planning process, assisting with building investment strategies, and helping manage client relationships.
He transitioned into the role after completing our summer internship program where he gained industry exposure and laid a strong foundation for his work with clients. He is passionate about helping individuals and families achieve financial clarity and long-term security through thoughtful strategy and personalized support.
Liam holds a degree in business administration from State University of New York – Farmingdale. Currently residing in Northport, NY, Liam enjoys golfing, snowboarding, and traveling in his spare time.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
- Sales and Marketing Intern at Essentia Water
- Estate Planning / Life Insurance Intern at BAS Planning Corp
Education & Credentials
- BS, State University of New York – Farmingdale, Business Administration
*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.
