Home > Jaimeson Smith

Jaimeson Smith

Wealth Manager

Jaimeson serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 25 years of experience in the financial services industry, Jaimeson has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Jaimeson worked for major national firms in planning and advice and as a vice president branch office manager.

Jaimeson earned a Bachelor of Arts degree in finance from Gordon College.

He and his wife, Heather, met in college and have two adult children: Margaret and Emma. In his spare time, Jaimeson enjoys golfing, traveling and spending time with his family at the beach.

Articles by Jaimeson Smith

*See all Creative Planning disclosures and sources.

 

Prefer to discuss over the phone?
833-416-4702