Financial Planning Starts Here!
Season's Greetings from Executive's Wealth Advisor
As we wrap up 2024, I want to take a moment to express my heartfelt gratitude to all of you, our clients, friends, and supporters. This year has been incredibly successful, and it wouldn't have been possible without your trust and loyalty. For those who are new to our office, I look forward to building lasting relationships with you in the coming year. I also want to send my deepest condolences to those who have experienced loss. The holidays can be difficult, and my thoughts and prayers are with you. Here’s to an even bigger and better 2025, we can’t wait to continue serving you. Thank you for being a part of our journey!
Keisha Smith My Process from Money Concepts Int'l on Vimeo.
Crafting Financial Plans as Unique as Your Aspirations
More Than Money: Your Life Plan
I want you to achieve as many of your goals and dreams as possible. My approach is to emphasize enjoying life both now and, in the years, leading up to retirement. By truly understanding you, digging deep into your passions and aspirations, I’ll craft a comprehensive financial plan tailored specifically for you and the life you envision. Let's work together to help make sure that every financial decision is a genuine reflection of your life's grand vision!
Keisha Smith-Jones
2023 Eagles Award Recipient: Recognition of Outstanding Performance in Financial Advisory
Celebrate Keisha's remarkable achievement as the recipient of the 2023 Eagles Award, a distinguished accolade recognized by Money Concepts broker dealer. This award showcases Keisha's unwavering dedication, exceptional professionalism, and outstanding production in the financial advisory field. Her commitment to excellence has not only set her apart, it has also driven her to outstanding success within her broker dealer.
Connect With Our Dedicated Team!Why Choose Us?
We are a community - a full-service hub committed to providing you with the tools you need to succeed, the freedom to chase your goals, and the support to back you up. You want to strengthen your business, create new connections, and increase your profits; we aim to help you achieve all that and more!
The company you choose to work with should, above all else, want to see you succeed. This is precisely what we want for you that’s exactly why you should choose to work with us!
About Me
As your Wealth Manager, my job is to: understand your goals and dreams, strategize a plan to get you there, and guide you through the journey to achieve those dreams. My team and I consider it a great privilege to work with you and are fully committed to your success!
Address
81 Mill Street
Suite 300
Gahanna, OH 43230
Licenses
- Series 6, 63, 65, SIE
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