Carol Smith

Carol Smith has amassed a wealth of experience over a span of more than 20 years in addressing clients' financial concerns and crafting robust investment strategies. With a background as an institutional fixed income portfolio analyst and portfolio manager, Carol has honed her skills to cater to the diverse needs of her clients by structuring well-balanced portfolios tailored to their specific financial objectives. Her expertise traverses various market cycles, allowing her to provide services geared towards securing a stable financial future for clients and their families. Noteworthy is her adeptness at offering multigenerational services and assisting in asset growth and preservation. Carol excels in collaborating with accountants and attorneys, demonstrating exceptional attention to detail, and ensuring meticulous follow-up on all client requests. She upholds a client service model characterized by integrity, unbiased guidance, attention to detail, and a steadfast commitment to her clients' well-being. Carol's accolades include being recognized as a Premier Advisor by Wells Fargo Advisors since 2009, a title reserved for a distinguished group of Financial Advisors meeting stringent educational, production, and professionalism standards. She has been a consistent presence at the national Barron's annual Top Women Advisors Summit since 2007. Carol emphasizes the significance of service, communication, and dedication, valuing these aspects as equally vital as performance in fostering lasting client relationships. For a complimentary consultation, reach out to Carol directly at carol.smith@wfadvisors.com or 505-946-5920.