Jeffrey Smith is a financial advisor with 30 years of experience. Throughout his career, he has provided investment management expertise to Affinity Federal Credit Union members as well as various other business owners and high net worth individuals. Through his combined usage of financial planning software and personal experience, Jeffrey provides his clients with a holistic investment approach to help them pursue their financial goals.
Jeffrey graduated from the University of Massachusetts Amherst with a B.B.A. in Finance. He began his financial career in the Capital Markets Division of Citibank where he assisted in mergers and acquisitions and leveraged buyouts. He later transitioned to wealth management with Merrill Lynch and Smith Barney serving as Vice President of Investments.
Jeffrey is the proud father of three children: Hannah, Ian, and Parker and is happily married to his wife Laurie. He enjoys hiking with his dog Hudson, playing golf, and seeing Broadway shows with his family.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. Securities and insurance offered through LPL or its affiliates are:
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