Wednesday, July 20, 2011

Amy V. Smith | Amy V. Smith Wealth Management, LLC

amy v. smith photo

Amy Smith is an astute, compassionate financial advisor who specializes in wealth management—the process of accumulating and preserving client assets.

Money and finances are hot button issues for everyone.  As managing partner of Amy V. Smith Wealth Management, LLC, Amy skillfully guides her clients so they feel confident about their finances.

Her company is an independent firm and Amy offers securities through Raymond James Financial Services, Inc. (member FINRA/SIPC).  She has assisted clients with financial planning for 15 years, first in Palm Beach County, Florida, then Atlanta, Georgia, and now in Northern Virginia, DC and Maryland.

A popular speaker and dynamic interviewee, Amy speaks in front of groups interested in financial and life topics.  While living in Atlanta, she spoke on money management issues for “Evenings at Emory,” the continuing education arm of Emory University.

Amy previously worked in the fashion industry, traveling to New York, Paris, Milan, Lake Como, Florence and Tokyo for fashion and product development on behalf of a division of Federated Department Stores.  These international travels, and her decade and a half of financial experience, equip her to assist affluent clients.

Amy is stylish and sophisticated, but she is also down-to-earth, warm and personable.  She grew up on her family’s Arabian horse farm in Ashland, Kentucky, where she learned discipline and a love of animals, and where she became an expert equestrian.  The entrepreneur in Amy quickly emerged when she turned her talent into a source of income by teaching riding lessons.

A graduate of Miami University in Oxford, Ohio with a Bachelor of Science, Amy also earned the prestigious Certified Financial Planner™(CFP) and Certified Investment Management Analyst™ (CIMA) designations early in her financial career.  She is an expert on wealth management, the psychology of money, and retirement planning.

Amy has done it all—she’s had a career and been an entrepreneur.  She’s been married, widowed, newly single, and is now remarried into a large blended family.  She’s traveled the world, pursued her passions, and is devoted to helping others obtain the financial means to pursue their own passions.



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