Adrianne Smith

Email: FOCUS As a Client Relationship Specialist, Adrianne supports the firm’s Financial Advisors. She assists clients with day-to-day requests, handles both new account and transfer processing. Adrianne also schedules client reviews and an array of other tasks. CAREER HIGHLIGHTS Adrianne has spent the past 25 years in the banking and[...] Continue reading
21 August, 2020

Bradley Newman, CFP®

Lead Financial Advisor Email: FOCUS Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed[...] Continue reading
21 August, 2020

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