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
Personal
- 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
