As a Wealth Management Sales Assistant, Jeremy Smith's primary responsibility centers on new client acquisition, where he has the opportunity to introduce individuals and families to the firm's comprehensive approach to financial management. Although relatively new to the financial industry, his passion for this work continues to grow.
Jeremy completed his education at Edison College, which provided him with a solid foundation for his career in the financial services industry. What initially inspired him to enter this industry was his desire to add transparency. He believes that straightforward, honest communication is fundamental to successful financial relationships.
What keeps Jeremy motivated is his genuine love for supporting advisors in helping people seek to preserve and grow their money. The aspect of his job he enjoys most is meeting new clients.
The greatest value Jeremy provides to clients is transparency. He believes that when clients fully understand their financial situation and the strategies recommended, they can make informed decisions with confidence. This approach can build collaboration and creates lasting relationships that benefit everyone involved.
Originally from Tulsa, Oklahoma, Jeremy now resides in Broken Arrow with his family. He has been married to Sharice Smith for many years, and together they are raising their biological children and foster children. Their household is both busy and rewarding as they navigate the joys and challenges of a blended family.
When not working with clients, Jeremy indulges his passion for fast cars. He also enjoys taking his wife and their two standard poodles on adventures, exploring new places, and creating memories together. These activities provide the perfect balance to his professional responsibilities and keep him energized for the important work he does with clients.