wealth advisors seattle

Greer Smith, CFP®

Advisor

Seattle Office

Phone: 206.258.5090

LinkedIn Profile

How do I help our clients live a richer life?
I provide oversight and direction to our clients by formulating strategy and helping team members execute on our clients’ life plans. As our client’s Personal CFO, we help grow, protect, and transfer assets with disciplined advice aimed at helping them live a richer life. I feel strongly about my role as a fiduciary and have a passion for helping people. I specialize in investment consulting, cash-flow, tax mitigation, balance sheet management, leveraging company benefits, asset protection, charitable planning, and expert relationship management. Prior to joining Brighton Jones, I spent over ten years at Charles Schwab as a financial consultant, vice president, and private client consultant and three years as a financial advisor at Olde Financial Corp. I received a bachelor’s degree from the University of Washington in 1998 and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2005.

How do I spend my time outside of Brighton Jones?
I like to spend time with family and friends, whether we’re kicking our feet up, taking on new projects, or staying in shape. I enjoy CrossFit, skiing, watching and coaching my kids in sports, and generally trying to keep up with life!

New on Our Blog

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this blog serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones LLC.

To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Brighton Jones LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

Brighton Jones is not affiliated with Facebook, Twitter, LinkedIn, Google+, YouTube or other social media websites and we have no control over how third-party sites use the information you share. Please remember that you should never communicate any personal or account information through social media and it is important to familiarize yourself with their respective privacy and security policies.

Pin It on Pinterest