Kristen Smith - CFP®, AIF®, CDFA®
Wealth Management Consultant
Kristen joined Axial in September 2014. As a member of the Wealth Management Team, she provides comprehensive financial planning and retirement solutions for individuals and their families throughout all stages of life.
Kristen has enjoyed over 18 years in the financial services industry, starting with Merrill Lynch in Williamsburg, VA upon graduating from college. She prides herself on high-quality service and the importance of developing long-term relationships with all of her clients.
A graduate of The College of William & Mary, she went on to earn her CERTIFIED FINANCIAL PLANNER™ certification and currently holds her Series 7 and 66 registrations (through Commonwealth Financial Network) as well as state insurance licenses. Kristen recently obtained her Certified Divorce Financial Analyst® designation, an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce.
Kristen currently resides in the Town of Merrimac with her three children, Abby, Luke