Gregory S. Smith, CFP®, is a highly accomplished financial planner with a rich educational background and extensive experience in the financial services industry.

He holds a Master of Science degree from the College For Financial Planning and has pursued studies at prestigious institutions like the Florida Institute Of Technology, George Mason University, and the University Of Arizona, where he obtained a Bachelor of Arts in Psychology and a Master of Arts in Psychology.

With a proven track record in financial planning, Gregory currently serves as the Managing Director and PWM Head Financial Planner at Baird Capital. Prior to this role, he held positions as a Senior Financial Planner at Wise Investor Group at FBW and as a Financial Planner at Wells Fargo.

His diverse educational background and professional experience have equipped him with a strong foundation to provide expert financial advice and tailored strategies to help clients achieve their financial goals and secure their financial futures.