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Stuart Vick Smith, CPA

Wealth Manager, Partner

Stuart serves as a Private Wealth Manager, working directly with her 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 two decades of experience in the financial services industry, Stuart has developed an in-depth knowledge of providing clients with comprehensive wealth management.
Prior to joining Creative Planning, she worked for an independent investment advisory firm as a senior wealth advisor and partner.

Stuart earned a Bachelor of Business Administration degree in accounting from the University of Texas at Austin and a Master of Science degree in accounting, with a concentration in tax, from the University of Virginia. She is both a Certified Public Accountant and a Personal Financial Specialist, as designated by the American Institute of Certified Public Accountants (AICPA).

Stuart and her husband, Steve, have two children: Mackenzie and Whit. In her spare time, Stuart enjoys traveling, hiking, gardening, reading and spending time with her family.

Articles by Stuart Vick Smith, CPA

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