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Michelle Smith, CDFA™

CEO of Source Financial Advisors, Divorce Specialist

sourcefa.com

Michelle Smith is the CEO of Source Financial Advisors and a divorce specialist. She’s also a leading authority on specialization for financial advisors. 

As CEO of Source Financial Advisors, Michelle has advised high-net-worth clients for 25 years. In 2014, Financial Advisor Magazine ranked Source Financial Advisors number five in "Top 50 Fastest Growing Firms.” Michelle Smith hasn’t just been an advisor for 25 years, she’s an advocate; an interruption in money matters that illuminates its human side. She guides her clients through the most significant financial events in their lives, including divorce, sale of a business, and inheritance.

As a Certified Divorce Financial Analyst® and divorce mediator, she helps couples navigate the legal, lifestyle planning, and financial concerns of divorce in a civilized, equitable, and efficient manner. Michelle was co-author of the book “Divorce & Your Finances,” written for Wachovia Securities financial advisors.

Michelle is also the President of DailyWorth, supporting CEO Amanda Steinberg in strategic business development initiatives and the growth of DailyWorth's financial advisor services.

An accomplished thought leader on the subject and through specialization, Michelle has guided hundreds of financial advisors in discovering their specialty. Through her event series  Anatomy of a Specialist™co-produced by DailyWorth, she offers one-day mentoring for financial advisors seeking branding solutions for growth, recruitment and succession planning.

To attend her one-day training in New York City on April 16th, Anatomy of a Specialist™, co-produced by DailyWorth, click here.  

 

Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd, Albany, NY, 12211. Purshe Kaplan Sterling Investments, DailyWorth, and Source Financial Advisors, LLC are not affiliated companies.

 

Please review the Source Financial Advisors Privacy and Legal Notices on our website here and contact us immediate with any questions.

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