Jessica Smith (BS, CAP, CFP®, CLU, CPWA®)

Jessica Smith focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

January 27, 2005

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This Office

110 Bay St Gadsden, AL 35901-5229 Phone: (256) 547-7237 Fax: (256) 543-2374

Other Offices

2430 L&N Drive, Suite A Huntsville, AL 35801 Phone: (256) 534-1196 Fax: (256) 543-2374