Team Member

Adrianne Smith

Client Relationship Specialist

Team Member


As a Client Relationship Specialist, Adrianne supports the firm’s Investment Advisors. She assists clients with day-to-day requests, handles the new account and transfer processing. Adrianne also schedules client reviews, and an array of other tasks.


Adrianne has spent the past 25 years in the banking and finance industry, primarily serving in an administrative role. One of her greatest strengths is her interaction with clients, so she has found that this role is the perfect fit.


Volunteers at her daughter’s school, Shaull Elementary.


Adrianne lives in Enola with her two daughters. In her free time, she enjoys spending time with her friends and family as well as baking, sewing, and crafts.

Nathan Boxx, Bradley Newman, Jason Seltzer

Impact of COVID 19 on Healthcare Costs

Wed, Oct 14, 2020 12:30 PM – 1:30 PM EDT

Find Out More & Register 


Savvy Social Security Planning: Basic Rules and Claiming Strategies

Thu, Oct 15, 2020 12:30 PM – 1:30 PM EDT

Find Out More & Register