Jessica Hovis Smith

CFP®, CLU®, CPWA®
NAPFA Registered Financial Advisor

 

 

EDUCATION: 

  • B.S., Human Environmental Sciences with emphasis on Financial Planning, University of Alabama, Tuscaloosa, AL
  • Chartered Life Underwriter professional program at the American College, Bryn Mawr, PA
  • Mutual Fund Counselor professional program, College for Financial Planning, Denver, CO
  • Income Tax Course, H&R Block
  • Certified Private Wealth Advisor certification program in conjunction with The University of Chicago Booth School of Business, Chicago, IL

CERTIFICATIONS AND ASSOCIATIONS:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Life Underwriter
  • Certified Private Wealth Advisor®
  • NAPFA Registered Financial Advisor
    • Member of the board of directors for the south region of the National Association of Personal Financial Advisors

BUSINESS EXPERIENCE: