Jeff Smith

Jeff is an experienced wealth advisor and financial planner, having worked in the financial services industry for more than 30 years. He enjoys utilizing his experience along with the vast resources of a national fiduciary firm to help provide unique solutions for his clients. Prior to joining Mercer Advisors in 2024, Jeff worked in the wealth management segments of two regional banks after beginning his career with local financial planning firms. Jeff is a CERTIFIED FINANCIAL PLANNER® Professional and received his bachelor’s degree in business economics from The College of Wooster. He is a member of the Financial Planning Association of Central Ohio. In his spare time, Jeff enjoys being outside playing golf, hiking, traveling, and spending time with family and friends.