Blair Smith

Blair Smith, CFP®, MBA

Client Service Associate

“Always try to think about others, and then put them before yourself.”

Blair is a graduate of Rollins College where she also earned an MBA with a concentration in Finance. Previously, she was an associate at a boutique ultra-high net worth multi-family office in NYC and later gained broker-dealer experience by working at Vanguard where she earned her Series 7 and Series 63 securities licenses.

As a Client Services Associate, Blair aims to integrate unique financial planning techniques into each client’s overall wealth objectives to develop customized financial plans that help each client achieve their goals. Additionally, Blair leads the firm’s investment committee which guides firm-wide investment strategies and makes recommendations on investments and portfolio allocations for clients. It isn’t just her impressive resume or expertise that makes Blair a successful Client Services Associate, it’s her commitment and compassion that make her an unparalleled advocate for her clients. Serving as the main point of contact for clients, Blair recognizes no two clients are the same. She takes the time to understand each individual or family’s needs, asking just the right questions to spark a productive and strategic conversation about goals, ambitions, dreams and legacies, then helps them be achieved.

Blair currently resides in Winter Park, FL and enjoys spending her weekends playing tennis and golf. She loves being involved and remains active in the community.


  • Rollins CollegeMasters of Business Administration
  • Rollins CollegeBachelor’s in Critical Media and Cultural Studies

Community Involvement

  • Leadership Winter Park
  • Acquisition Trust at the Orlando Museum of Art, Member
  • Women in Finance program at Rollins College, Mentor