Daphne Smoley
Private Client Advisor at Rockwood Wealth Management
- Role
- Private Client Advisor at Rockwood Wealth Management
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Daphne Smoley
As I grow my experience in the financial industry, I grow my passion for helping others. I was lucky to discover a CFP education program at the University of Wisconsin- Madison to earn my degree. From the classroom, to experience in the industry every aspect of this career keeps me motivated. I found Rockwood through the CFP website from the Midwest. The company values were obvious to me the second I walked through the door. Every person I talked to had the same desire to create results as myself. I have since had the best reason to go to work in the morning: my clients!
Experience
Private Client Advisor
Aug 2025 — Present · New Hope, PA, US
Welcome to Rockwood, where a commitment to a client-centric practice and unwavering integrity in all our endeavors ensures that our clients\' best interests are always foremost.As independent fiduciaries in a founder-led and employee-owned firm, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have a steadfast legal and ethical commitment to helping the world one client at a time.
Education
University of Wisconsin-Madison
Bachelor's degree, Personal Finance
2021 — 2025
East Ridge High School
High School Diploma
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