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Jeffrey Smith

Jeffrey Smith

Financial Consultant

Jeffrey Smith has worked as a Financial Consultant for over 20 years, with the last 6 years at Affinity Investment Services.

His experience hails from many years of working at investment firms including Salomon Smith Barney and Merrill Lynch. He designs and implements investment strategies tailored to clients' financial goals and risk parameters. Additionally, he helps employers construct and implement 401(k) plans that focus on employee participation and income in retirement.

Jeff earned a Bachelor of Business Administration in Finance from the University of Massachusetts, Amherst, and is a Registered Representative of LPL Financial.