Stephen Michaels, Financial Advisor at Smith Brothers Financial. His responsibilities include providing fiduciary advice to plan sponsors, overseeing the growth of the firm,...
Jeff has been providing guidance and expertise in financial industry for over 20 years and holds designations as a Accredited Investment Fiduciary. Jeff‘s primary focus is working...
Jill has worked in organizational management, operations and client services for 25 years. She has a background in media operations, management, and business development. Jill enjoys spending time outdoors with her family, including...
Director of Individual Wealth Planning & Chief Compliance Officer
Andrea began her career in 1992 along side her father Don, at Advest in Fall River, MA.She has had various roles in the financial services sector including Registered Associate, Operations Manager, and Chief Compliance Officer before...
Chief Revenue Officer
Tim Prewitt is Chief Revenue Officer & Chief Compliance Officer at Smith Brothers Financial Services, an independent investment and financial services firm that helps families and businesses pursue their long term financial goals, tra...