Marion Smith Email & Phone Number

Unlike most advisors who assist only a few attorneys, I have catered exclusively to the specialized needs of senior partners and other legal professionals nationwide for three decades. My experience and knowledge helps them navigate through a range of firm specific programs and financial decisions. I recently joined Merrill after spending 25 years at Citi Private Bank Law Firm Group in Chicago, Washington, D.C. and New York.AT THE SMITH PASSIAS GROUP, WE SERVE A NATIONWIDE CLIENTELE.Each of us is highly attuned to key issues facing legal professionals. Depending on their firm, they may face a complex series of decisions regarding paid-in-capital, investment participation, and defined benefit plans. With each plan structured differently, we help them adhere to strict investment guidelines of their firm, make joint and survivor elections, and other decisions that affect their legacies. We account for many factors including a client's career stage, the nuances of a firm's defined benefit plan(s), and what makes sense mathematically.My specific focus is tailored advice for both sides of the balance sheet that aligns client values with investment management, lending, college/retirement/legacy planning, trust and estate services, and next generation needs. Recognizing that clients have plenty on their plates, I work to streamline their decision-making, especially when sophisticated strategies are needed to address their wealth and wishes.WHAT MAKES ME PROUD?• I have built lasting relationships with clients whose accomplishments and values I admire. Their loyalty means the world to me. It feels good helping them satisfy meaningful goals and pass along wealth.• Virtually all of the clients I served amid the volatility of 2000, 2008 and 2020 have stood by me and referred others. I believe that's due to my ability to mitigate investment risk and deliver an unexpected level of attention.• I live in Highland Park with my husband, David, and share his joy in watching our two children grow up. I also serve my community as a participate with the Archdiocese of Chicago.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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  Depaul University

  Bachelor'S Degree