Claire Smith, Cfp®

Claire Smith, Cfp® Email and Phone Number

Vice President, Wealth Advisor at Stablepoint Partners @ Stablepoint Partners
Claire Smith, Cfp®'s Location
Greater Boston, United States, United States
Claire Smith, Cfp®'s Contact Details

Claire Smith, Cfp® work email

Claire Smith, Cfp® personal email

n/a
About Claire Smith, Cfp®

Claire A. Smith, CFP®Vice President, Wealth Advisor

Claire Smith, Cfp®'s Current Company Details
Stablepoint Partners

Stablepoint Partners

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Vice President, Wealth Advisor at Stablepoint Partners
Claire Smith, Cfp® Work Experience Details
  • Stablepoint Partners
    Vice President, Wealth Advisor
    Stablepoint Partners Nov 2023 - Present
    Braintree, Massachusetts, Us
    An independent advisory firm committed to helping clients achieve financial stability and confidence at every stage of life.
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  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 2020 - Present
    New York, Ny, Us
    © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor important information about any designation(s) listed and the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-griffith-wheelwright-group. The designation and/or awards are not indicative of the Financial Advisor's past or future performance. No fee is paid in exchange for any award.
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  • Morgan Stanley
    Wealth Advisor Associate
    Morgan Stanley Feb 2018 - Jun 2020
    New York, Ny, Us
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  • Columbia Threadneedle Investments, Us
    Regional Sales Director
    Columbia Threadneedle Investments, Us Jan 2016 - Jan 2018
    Boston, Massachusetts, Us
    View
  • Realty Capital Securities
    Internal Wholesaler
    Realty Capital Securities Aug 2014 - Dec 2015
    View

Claire Smith, Cfp® Education Details

  • Boston College
    Boston College
  • School Of Arts & Sciences
    School Of Arts & Sciences
    Communications
  • Lynch School Of Education
    Lynch School Of Education
    Applied Psychology And Human Development

Frequently Asked Questions about Claire Smith, Cfp®

What company does Claire Smith, Cfp® work for?

Claire Smith, Cfp® works for Stablepoint Partners

What is Claire Smith, Cfp®'s role at the current company?

Claire Smith, Cfp®'s current role is Vice President, Wealth Advisor at Stablepoint Partners.

What is Claire Smith, Cfp®'s email address?

Claire Smith, Cfp®'s email address is cl****@****dle.com

What schools did Claire Smith, Cfp® attend?

Claire Smith, Cfp® attended Boston College, School Of Arts & Sciences, Lynch School Of Education.

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