Frances Smith,
CFP®

Associate Advisor

Frances began her career in the financial services industry in 2011. Her past professional experiences allowed her to hone her quantitative and qualitative analysis skills. They include interning at UBS Wealth Management and working as a financial analyst at Ross, Sinclaire & Associates, LLC, a public finance investment bank. Frances graduated magna cum laude from The Ohio State University with a degree in Economics and minors in International Relations and Legal Foundations of Society. She also holds the FINRA Series 65 license.

arrow-left arrow-right

Talk to Us.