Stephanie M. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Stephanie M. Smith, CFP®

MS,

Family Wealth Strategist

TDC Companies

202 W Boscawen Street, 202 W Boscawen Street
Winchester, VA 22601
FINANCIAL ADVISOR'S WEBSITE
(419) 794-1085

General

Stephanie Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TDC Companies in Winchester, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Women's Finances

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