Anna-Marie Smith, CLU, ChFC, CFP®, MSFS
Senior Manager, Financial Analysis
Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, Senior Manager, Financial Analysis, has been associated with the firm for 20 years. Marie has comprehensive experience in the use of a variety of financial planning software programs and works closely with advisors in the development of financial plans for clients.
In addition to research and advanced plan development, Marie created and maintains our in-house training and education programs for advisors and CPA Partners.
Marie provides experience and advanced skills in regard to life insurance issues, to include independent analysis of need for insurance and existing policies, independent evaluation of proposals for additional coverage, ownership considerations, and sheltering insurance proceeds from estate tax. Prior to joining the firm, Marie was a Manager for National Life of Vermont, interacting with advisors throughout New England.
She is the Former President of her local Society of Financial Service Professionals and has served on the Board of Directors for Moore Center Services, Inc., an agency serving individuals with intellectual and developmental disabilities and acquired brain disorder (ABD). Marie has a Master of Science in Financial Services from the American College in Bryn Mawr, PA.
Marie resides with her husband, Roger. They have an adult daughter and two grandchildren.