Jeffrey D. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey D. Smith, CFP®

Financial Planner

Key Private Bank

88 E Broad St
Columbus, OH 43215
(614) 460-3453

General

Jeffrey Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Key Private Bank in Columbus, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth

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