Marie Smith, Cfp®
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Marie Smith, Cfp® Email & Phone Number

Principal | Wealth Planner at Cerity Partners
Location: Baltimore, Maryland, United States 5 work roles 1 school
1 work email found @ceritypartners.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@ceritypartners.com
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Current company
Cerity Partners
Role
Principal | Wealth Planner
Location
Baltimore, Maryland, United States
Company size
1282 employees

Who is Marie Smith, Cfp®? Overview

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Quick answer

Marie Smith, Cfp® is listed as Principal | Wealth Planner at Cerity Partners, a with 1282 employees, based in Baltimore, Maryland, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Marie Smith, Cfp®.

Marie Smith, Cfp® previously worked as Senior Associate at Cerity Partners and Director of Client Communications at Maryland Capital Management. Marie Smith, Cfp® holds Bachelor Of Business Administration - Bba, Finance, General from Shippensburg University Of Pennsylvania.

Company email context

Email format at Cerity Partners

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*@ceritypartners.com
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AeroLeads found 1 current-domain work email signal for Marie Smith, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Marie Smith, Cfp®

Marie Smith, Cfp® is a Principal | Wealth Planner at Cerity Partners.

Current workplace

Marie Smith, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cerity Partners
Cerity Partners
Principal | Wealth Planner
Baltimore, MD, US
Website
ceritypartners.com
Employees
1282
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Company profile
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5 roles

Marie Smith, Cfp® work experience

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

Senior Associate

Cerity Partners

Towson, Maryland, United States

Maryland Capital Management ("MCM") merged with Cerity Partners on December 30, 2022.Responsible for assisting with the daily needs of affluent clients and supporting wealth advisors in a variety of financial planning and strategic investing activities.

Director Of Client Communications

Maryland Capital Management

Baltimore, Maryland, United States

- Maryland Capital Management ("MCM") merged with Cerity Partners on December 30, 2022.Developed and implemented the firm's strategic marketing initiatives, including client communications, brand management, and the creation of print and digital content. Responsible for website and CRM management, in addition to providing operational and client support.

Mar 2021 - Dec 2022

Registered Client Associate

Rbc Wealth Management

Hunt Valley, Maryland, United States

Administrative, operational, and sales support for financial advisors. Primary responsibilities included building and maintaining client relationships, researching problems, processing requests, maintaining records, and preparing reports and correspondence.

Aug 2016 - Mar 2021

Relationship Specialist

Charles Schwab

Maitland, Florida, United States

Administrative and operational support for independent advisors and their clients.

Aug 2015 - Jun 2016
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →

RM Ray Mccarthy, Cpa Ray Mccarthy, Cpa Colleague at Cerity PartnersCleveland, Ohio, United States View → SW Steven Wahl Steven Wahl Colleague at Cerity PartnersCincinnati Metropolitan Area, United States View → AS Andrew Shestek Andrew Shestek Colleague at Cerity PartnersChicago, Illinois, United States View → RJ Robert Jones Robert Jones Colleague at Cerity PartnersDenver, Colorado, United States View → JR Janice Roscoe Maxwell Janice Roscoe Maxwell Colleague at Cerity PartnersConcord, North Carolina, United States View → LS Lindsey Shimin, Arps Lindsey Shimin, Arps Colleague at Cerity PartnersLouisville Metropolitan Area, United States View → AH Adam Hornek, Cfp® Adam Hornek, Cfp® Colleague at Cerity PartnersLouisville, Kentucky, United States View → PM Panzie Morris Panzie Morris Colleague at Cerity PartnersBronx, New York, United States View → JS Jennifer Sullo Jennifer Sullo Colleague at Cerity PartnersNew York City Metropolitan Area, United States View → MR Meg Rowley Meg Rowley Colleague at Cerity PartnersGreater Chicago Area, United States View →
1 education record

Marie Smith, Cfp® education

FAQ

Frequently asked questions about Marie Smith, Cfp®

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

What company does Marie Smith, Cfp® work for?

Marie Smith, Cfp® works for Cerity Partners.

What is Marie Smith, Cfp®'s role at Cerity Partners?

Marie Smith, Cfp® is listed as Principal | Wealth Planner at Cerity Partners.

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

AeroLeads has found 1 work email signal at @ceritypartners.com for Marie Smith, Cfp® at Cerity Partners.

Where is Marie Smith, Cfp® based?

Marie Smith, Cfp® is based in Baltimore, Maryland, United States while working with Cerity Partners.

What companies has Marie Smith, Cfp® worked for?

Marie Smith, Cfp® has worked for Cerity Partners, Maryland Capital Management, Rbc Wealth Management, and Charles Schwab.

Who are Marie Smith, Cfp®'s colleagues at Cerity Partners?

Marie Smith, Cfp®'s colleagues at Cerity Partners include Ray Mccarthy, Cpa, Steven Wahl, Andrew Shestek, Robert Jones, and Janice Roscoe Maxwell.

How can I contact Marie Smith, Cfp®?

You can use AeroLeads to view verified contact signals for Marie Smith, Cfp® at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Marie Smith, Cfp® attend?

Marie Smith, Cfp® holds Bachelor Of Business Administration - Bba, Finance, General from Shippensburg University Of Pennsylvania.

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