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

Senior Associate Wealth Advisor at Beacon Pointe
Location: Akron, Ohio, United States 5 work roles 1 school
1 work email found @jentner.com 2 phones found area 330 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email w****@jentner.com
Direct phone (330) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beacon Pointe
Role
Senior Associate Wealth Advisor
Location
Akron, Ohio, United States
Company size
616 employees

Who is Will Smith, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Will Smith, Cfp® is listed as Senior Associate Wealth Advisor at Beacon Pointe, a company with 616 employees, based in Akron, Ohio, United States. AeroLeads shows a work email signal at jentner.com, phone signal with area code 330, and a matched LinkedIn profile for Will Smith, Cfp®.

Will Smith, Cfp® previously worked as Financial Planning Associate at Jentner Wealth Management and Portfolio Administrator at Cornerstone Capital Advisors. Will Smith, Cfp® holds Bachelor Of Science (B.S.), Finance, General from Grove City College.

Company email context

Email format at Beacon Pointe

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{first}@jentner.com
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AeroLeads found 1 current-domain work email signal for Will Smith, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Will Smith, Cfp®

I am a hard working, diligent, young professional who constantly seeks opportunities to learn and grow. My desire is to be a part of a culture that values integrity, excellence, service and communication; a place where I can thrive and add value. I have experience working for a small, financial services business, as well as a Fortune 500 company. Outside of work, I'm heavily involved at my church, The Chapel. I serve as a Trustee on the board, where I also participate in and chair the Finance and Millennial subcommittees, respectively. I've lead and mentored groups of 20+ college students the past two school years through Campus Focus, our ministry to The University of Akron. I'm an avid reader, exercise enthusiast, sports fan, traveler and outdoorsman.

Listed skills include Microsoft Office, Leadership, Microsoft Excel, Social Media, and 11 others.

Current workplace

Will Smith, Cfp®'s current company

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

Beacon Pointe
Beacon Pointe
Senior Associate Wealth Advisor
Akron, OH, US
Website
beaconpointe.com
Employees
616
AeroLeads page
Company profile
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5 roles

Will Smith, Cfp® work experience

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

Portfolio Administrator

Cornerstone Capital Advisors
  • Created and maintained client accounts, including completing client, custodian, and firm paperwork.
  • Reviewed and managed all client transactions and activity.
  • Assisted with quarter-end process, including the reconciliation of client accounts.
  • Executed client and firm tasks including asset transfers, trading, preparation of reports, and general support of portfolio and investment strategies.
  • Participated regularly in client meetings and communications, helping to provide… Show more
  • Participated regularly in client meetings and communications, helping to provide guidance and clarity toward the details and administration of their financial goals and plans. Show less
May 2015 - May 2016

Client Service Specialist

Charles Schwab
  • Enhanced client experience by driving daily administration of corporate retirement plans including making changes to service agreements, running reports, and updating client information.
  • Engaged in client meetings, over the phone and in person, to continuously communicate and coordinate with each individual client.
  • Proactively deliberated with team members in order to address client’s fiduciary needs, responsibilities, and concerns.
Jun 2013 - May 2015

Camp Carl - Counselor

The Chapel

Cleveland/Akron, Ohio Area

  • Provided care, supervision, and guidance to boys of multiple age groups over 3 (2008, 2010, 2011) summers.
  • Created, organized, and coordinated volunteer schedules for over 55 campers.
  • Developed original Bible study curriculum and taught curriculum 4 times a day.
Jun 2008 - Jun 2011
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 616 employees →

JH Janic Hoyuela, Cpfa Janic Hoyuela, Cpfa Colleague at Beacon PointeGreater New Orleans Region, United States View → JC Jack Cohen Jack Cohen Colleague at Beacon PointeBlacksburg, Virginia, United States, United States View → TP Trey Prenovost Trey Prenovost Colleague at Beacon PointeLos Angeles Metropolitan Area, United States View → JL Joshua Lustbader Joshua Lustbader Colleague at Beacon PointeScottsdale, Arizona, United States, United States View → JR Jake Ratana Jake Ratana Colleague at Beacon PointeIrvine, California, United States, United States View → HS Hunter Shaw Hunter Shaw Colleague at Beacon PointeScottsdale, Arizona, United States, United States View → JC Juna Chiang, Cfp® Juna Chiang, Cfp® Colleague at Beacon PointeNewport Beach, California, United States, United States View → RG Ryan Griffin Ryan Griffin Colleague at Beacon PointeAustin, Texas, United States, United States View → JO Jason Overholtzer, Cfa Jason Overholtzer, Cfa Colleague at Beacon PointeNewport Beach, California, United States, United States View → AB Arun Bharath Arun Bharath Colleague at Beacon PointeNewport Beach, California, United States, United States View →
1 education record

Will Smith, Cfp® education

FAQ

Frequently asked questions about Will Smith, Cfp®

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

What company does Will Smith, Cfp® work for?

Will Smith, Cfp® works for Beacon Pointe.

What is Will Smith, Cfp®'s role at Beacon Pointe?

Will Smith, Cfp® is listed as Senior Associate Wealth Advisor at Beacon Pointe.

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

AeroLeads has found 1 work email signal at @jentner.com for Will Smith, Cfp® at Beacon Pointe.

What is Will Smith, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 330 for Will Smith, Cfp® at Beacon Pointe.

Where is Will Smith, Cfp® based?

Will Smith, Cfp® is based in Akron, Ohio, United States while working with Beacon Pointe.

What companies has Will Smith, Cfp® worked for?

Will Smith, Cfp® has worked for Beacon Pointe, Jentner Wealth Management, Cornerstone Capital Advisors, Charles Schwab, and The Chapel.

Who are Will Smith, Cfp®'s colleagues at Beacon Pointe?

Will Smith, Cfp®'s colleagues at Beacon Pointe include Janic Hoyuela, Cpfa, Jack Cohen, Trey Prenovost, Joshua Lustbader, and Jake Ratana.

How can I contact Will Smith, Cfp®?

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

What schools did Will Smith, Cfp® attend?

Will Smith, Cfp® holds Bachelor Of Science (B.S.), Finance, General from Grove City College.

What skills is Will Smith, Cfp® known for?

Will Smith, Cfp® is listed with skills including Microsoft Office, Leadership, Microsoft Excel, Social Media, Customer Service, Teamwork, Time Management, and Finance.

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