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Michael O. Smith, QPFC, CFP®

Michael O. Smith, QPFC, CFP®

Director | Private Wealth Management

Michael is a seasoned financial advisor with over 25 years of experience. He holds the belief that disciplined planning and prudent stewardship are key to making good financial decisions. 

Education and Designations

  • Bachelor’s Degree, Marketing, Xavier University, 1989
  • CERTIFIED FINANCIAL PLANNER™ professional, College for Financial Planning, 2009
  • Qualified Plan Financial Consultant, ASPPA, 2012

Community Involvement

  • Xavier University Alumni Association Member
  • Guardian Angel Parish Education/Faith Committee Chairman


  • Michael and his wife, Stephanie, have three children: Emma, Owen and Liam
  • He enjoys fishing, music and spending time with family and friends
  • Forbes- Best in State