Liam Smith
Advisor Associate
As an Advisor Associate in Wealthspire’s Melville office, Liam works closely with clients and advisors throughout the financial planning and investment management process. Liam joined Wealthspire full time after completing the firm’s wealth management internship program, where he gained hands-on exposure to the advisory process and client service. His earlier experience includes internships with BAS Planning Corp., focused on estate planning and life insurance, and Essentia Water, where he worked in sales and marketing. Together, these experiences helped develop his ability to understand individual needs, communicate effectively, and bring a thoughtful, personalized approach to his work with clients. Liam earned a Bachelor of Science in Business Administration from the State University of New York at Farmingdale and holds the Series 65 license.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
