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Clinton Smith Iii, Cpa, Cfp®, Cepa Email & Phone Number

Elevating wealth management to a higher personal standard - Partner @ Apollon Wealth - Central PA at Apollon Wealth Management, LLC
Location: Harrisburg, Pennsylvania, United States 7 work roles 3 schools
1 work email found @sevenbridgefinancial.com LinkedIn matched
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Work email c****@sevenbridgefinancial.com
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Role
Elevating wealth management to a higher personal standard - Partner @ Apollon Wealth - Central PA
Location
Harrisburg, Pennsylvania, United States
Company size

Who is Clinton Smith Iii, Cpa, Cfp®, Cepa? Overview

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Quick answer

Clinton Smith Iii, Cpa, Cfp®, Cepa is listed as Elevating wealth management to a higher personal standard - Partner @ Apollon Wealth - Central PA at Apollon Wealth Management, LLC, a company with 32 employees, based in Harrisburg, Pennsylvania, United States. AeroLeads shows a work email signal at sevenbridgefinancial.com and a matched LinkedIn profile for Clinton Smith Iii, Cpa, Cfp®, Cepa.

Clinton Smith Iii, Cpa, Cfp®, Cepa previously worked as Partner - Apollon Wealth Central PA at Apollon Wealth Management, Llc and Sr. Wealth Advisor at Sevenbridge Financial Group. Clinton Smith Iii, Cpa, Cfp®, Cepa holds Bachelor Of Arts (B.A.), Economics & Business from Lafayette College.

Company email context

Email format at Apollon Wealth Management, LLC

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*@sevenbridgefinancial.com
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AeroLeads found 1 current-domain work email signal for Clinton Smith Iii, Cpa, Cfp®, Cepa. Compare company email patterns before reaching out.

Profile bio

About Clinton Smith Iii, Cpa, Cfp®, Cepa

I am a CERTIFIED FINANCIAL PLANNER™ professional, CPA, and CEPA committed to guiding clients through a comprehensive financial planning and investment management process that is proven to result in long lasting relationships and goal achievement. As a Partner and Wealth Management Advisor at Apollon Wealth - Central PA, we strive to live our core values: Fiduciary Responsibility, Transparency, Stewardship, Innovation. When we founded our division of Apollon Wealth Management in Central Pennsylvania, we were impressed by the firm's success at seeking out solutions for challenges of today and tomorrow. We are proud to partner with Apollon and bring best in class service to all of our clients. Prior to my wealth management career, I worked for 10 years in assurance services in the public accounting industry. I have experience providing audit and accounting services to many different organizations across several industry groups including manufacturing and distribution, gaming, hospitality, financial services, construction, and employee benefit plans. The organizational structure of these clients ranged from closely-held corporations and pass-through entities, to private-equity owned corporations, and Fortune 1000 publicly traded companies. Outside of work, I love spending time with my wife Jackie and our three children. I also enjoy playing golf, attending sporting events, and reading.I am also passionate about the success of our community having served as President of the Boys and Girls Club of Harrisburg and currently on the investment committee of the Harrisburg Chamber and CREDC.

Listed skills include Auditing, Cpa, Accounting, Financial Reporting, and 17 others.

Current workplace

Clinton Smith Iii, Cpa, Cfp®, Cepa's current company

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Apollon Wealth Management, LLC
Apollon Wealth Management, Llc
Elevating wealth management to a higher personal standard - Partner @ Apollon Wealth - Central PA
mount pleasant, south carolina, united states
Employees
32
AeroLeads page
7 roles

Clinton Smith Iii, Cpa, Cfp®, Cepa work experience

A career timeline built from the work history available for this profile.

Partner - Apollon Wealth Central Pa

Current

Central Pennsylvania

At Apollon Wealth Management we share a cohesive and collaborative vision to keep your interests above all else. Driven by upholding the fiduciary standard, we deliver quality solutions tailored to the unique needs of our clients.Here, you are treated as a client of our entire firm -- not of just a single advisor. This means you have unfiltered access to.

Oct 2021 - Present

Sr. Manager

Harrisburg, Pennsylvania Area

Managed corporate audit and accounting services for large, privately held businesses in the manufacturing and distribution, entertainment and leisure, and other industries including employee benefit plan services.

May 2014 - Apr 2018

Manager, Audit & Accounting Services

Harrisburg, Pennsylvania Area

Managed the financial statement audits and staff in the firm's central PA region specializing in audits of private manufacturing and construction companies and employee benefit plans. Also assisted in the development and execution of financial budgeting, recruiting plans, marketing objectives, and technical training.

Jun 2012 - Aug 2013

Senior, Audit And Enterprise Risk Services

Philadelphia, PA

Planned, executed, and managed the independent financial statement audit for a public multinational manufacturing company headquartered in the Mid-Atlantic subject to the regulations of the SEC and PCAOB. Also, performed assurance services for issuances of public and private debt offerings, recapitalization transactions, and accounting for mergers and.

Jan 2011 - Jun 2012

Senior Accountant

Performed/supervised financial statement audits for a variety of clients across many industry groups including banking, insurance, manufacturing, and technology.

Sep 2008 - Jan 2011
Team & coworkers

Colleagues at Apollon Wealth Management, LLC

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3 education records

Clinton Smith Iii, Cpa, Cfp®, Cepa education

High School Diploma

Cumberland Valley High School
FAQ

Frequently asked questions about Clinton Smith Iii, Cpa, Cfp®, Cepa

Quick answers generated from the profile data available on this page.

What company does Clinton Smith Iii, Cpa, Cfp®, Cepa work for?

Clinton Smith Iii, Cpa, Cfp®, Cepa works for Apollon Wealth Management, LLC.

What is Clinton Smith Iii, Cpa, Cfp®, Cepa's role at Apollon Wealth Management, LLC?

Clinton Smith Iii, Cpa, Cfp®, Cepa is listed as Elevating wealth management to a higher personal standard - Partner @ Apollon Wealth - Central PA at Apollon Wealth Management, LLC.

What is Clinton Smith Iii, Cpa, Cfp®, Cepa's email address?

AeroLeads has found 1 work email signal at @sevenbridgefinancial.com for Clinton Smith Iii, Cpa, Cfp®, Cepa at Apollon Wealth Management, LLC.

Where is Clinton Smith Iii, Cpa, Cfp®, Cepa based?

Clinton Smith Iii, Cpa, Cfp®, Cepa is based in Harrisburg, Pennsylvania, United States while working with Apollon Wealth Management, LLC.

What companies has Clinton Smith Iii, Cpa, Cfp®, Cepa worked for?

Clinton Smith Iii, Cpa, Cfp®, Cepa has worked for Apollon Wealth Management, Llc, Sevenbridge Financial Group, Bdo Usa, Llp, Mckonly & Asbury, and Parentebeard Llc.

Who are Clinton Smith Iii, Cpa, Cfp®, Cepa's colleagues at Apollon Wealth Management, LLC?

Clinton Smith Iii, Cpa, Cfp®, Cepa's colleagues at Apollon Wealth Management, LLC include Travis Mowrey, Laura Norton, Frank Cappadora, Abigail B., and Kristen Magurno Mckeown, Clu®, Chfc®.

How can I contact Clinton Smith Iii, Cpa, Cfp®, Cepa?

You can use AeroLeads to view verified contact signals for Clinton Smith Iii, Cpa, Cfp®, Cepa at Apollon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Clinton Smith Iii, Cpa, Cfp®, Cepa attend?

Clinton Smith Iii, Cpa, Cfp®, Cepa holds Bachelor Of Arts (B.A.), Economics & Business from Lafayette College.

What skills is Clinton Smith Iii, Cpa, Cfp®, Cepa known for?

Clinton Smith Iii, Cpa, Cfp®, Cepa is listed with skills including Auditing, Cpa, Accounting, Financial Reporting, Assurance, Financial Analysis, Internal Controls, and Gaap.

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