Amy V. Smith specializes in wealth management – the accumulation, management, and retention of funds needed by clients to comfortably live their lives. To help clients realize the full potential of their financial resources, she engages them in a retirement planning process that makes them full partners in weighing information, assessing strategies, and making informed, objective decisions.
Her company is an independent firm offering securities through Raymond James Financial Services, Inc. (member FINRA/SIPC). She has served investment clients since 1995, first in Florida, then in Atlanta, and now in Northern Virginia. In addition, she maintains strong client relationships throughout the East.
The eldest of six children, she grew up on her family's horse farm in Ashland, Kentucky, where she became an expert equestrian and, to earn her spending money, a riding instructor. After receiving a Bachelor of Science degree from Miami University in Oxford, Ohio, she worked as a buyer in the fashion industry, traveling around the world in product development for Federated Department Stores. In 1995, married with a young daughter, her life took an unexpected turn when her husband died suddenly. To provide for herself and her daughter and ensure their futures, she decided to pursue financial planning as her profession. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 1998. In 2003, she completed the Certified Investment Management AnalystSM program at the Wharton School, University of Pennsylvania. In 2006, she remarried. After adjusting to life as wife, mother, stepmother, and grandmother, she has expanded her services, specializing in retirement planning for baby boomers and widowed, divorced, and single women.
Amy V. Smith Wealth Management, LLC, is dedicated is providing you with clear, concise information through open and ongoing communications so together we can create a financial plan that addresses your current needs and focuses on your future independence and comfort. Trust, loyalty, and service are our hallmarks.Investment Management Consultants Association, Inc. (IMCA) owns the marks CIMA® and Certified Investment Management AnalystSM.