Jeff Smith, Investment Advisor Representative, MBA, ChFC, CLU, CASL has been serving clients for over 20 years. He knows that every client has unique needs and a unique communication style. Jeff is skilled at both developing personalized financial solutions and ensuring his clients understand their current and future financial pictures.
For Bright Futures Wealth Management, Jeff oversees all technology solutions as the Chief Technology Officer (CTO). He also leads the Investment Policy Committee, which oversees portfolios and client assets.
Jeff is married with two children and is a very active volunteer. He believes that everyone has a responsibility to giving back to the community.