Edward Smith
Senior Wealth Strategist
- Role
- Senior Wealth Strategist at Janney Montgomery Scott LLC
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Edward Smith
A trusted adviser with over 35 years of experience focusing on tax and estate planning, asset protection, entity structuring, family office services and structuring, and the related compliance work for high net worth individuals, entrepreneurs, closely held businesses, athletes, entertainers, and fiduciaries. A frequent speaker for a variety of FICPA, Estate Planning and Tax Council, and Bar Association meetings.Working with our financial advisers and financial planning team, your Janney team seeks to deeply understand your total picture, personal and business, to help meet your goals and plan for the future.
Experience
Senior Wealth Strategist
Aug 2022 — Present · Boca Raton, FL, US
National Senior Wealth Strategist at Janney Montgomery Scott LLC, working with high net worth clients across the Janney footprint. Resident in the Boca Raton office.
Education
Quinnipiac University School of Law
JD
1984 — 1987
Saint Bonaventure University
BBA
1979 — 1983
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