MacEy Smith
Wealth Coordinator at Blue Ridge Wealth Planners
Based in Knoxville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Knoxville
Industry
Financial Services
Company size
12
Contact information
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m•••••••@blueridgewealth.com
Phone
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Background
About MacEy Smith
As a wealth coordinator, I meet with onboarded clients to provide personalized investment guidance that aligns with their unique financial goals & risk tolerance. With a strong foundation in finance & interest in portfolio management, I'm dedicated to staying up-to-date on industry trends & market developments. I'm currently also a CFA Level I Candidate pursuing the CFA designation. Long journey ahead! I'm very passionate about deepening my expertise in investment analysis & portfolio management.
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