Skip to content

Erin M. Smith, CFP®

Raymond JamesRaymond James
Make an appointment
  • Home
  • About Us
    • About Us
    • Erin M. Smith
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Retirees
    • Women Investors
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Process
    • Business Planning
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Erin M. Smith, CFP®
    150 Liberty St SW Ste 200 Leesburg, VA 20175 T: 703.477.7624 F: 540.301.2820
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Retirement & Longevity
  • Media
    • Article
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Read

what can we do for you?

Say hello

Erin M. Smith, CFP®

Raymond JamesRaymond James
envelope
  • Erin M. Smith, CFP®
  • 150 Liberty St SW Ste 200 Leesburg, VA 20175
  • T: 703.477.7624
  • F: 540.301.2820
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use