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Gwendolyn Smith

Gwendolyn Smith

Operations Associate

Gwen has worked in the financial services industry since 2007 and her client-centered approach is a result of 30 years of experience in administrative operations and customer service.  She joins us after spending the past 11 years with a boutique Wells Fargo firm in Birmingham, MI. 
 
She holds a B.A. in Accounting, Finance/Management from Olivet College. Her interests include cooking, traveling and reading.....her favorite title, by far is Mom. Her son Justin is a VP of Global Technology with JP Morgan in Manhattan. Her daughter Carrielle lives in Miami and is pursuing a career in Hospitality/Culinary Arts.
 
Gwen is looking forward to her new role as Operations Associate and can't wait to meet and assist each of you! She can be reached via email [email protected]