Our Team
Let us put our expertise to work for you
In order to provide our clients with outstanding advice and financial services, WB Smith Companies is organized around a group of wealth management specialists, with more than 150 years of collective experience, and whose principles are founded upon professionalism, integrity and exceptional client service.
An overview of each member of the Team is noted below to give you a sense of their qualifications, experience, strengths and areas of interest, in order to help you determine how each may best suit your individual needs, and why the synergy of the Team is effective at providing comprehensive and effective wealth management solutions.
To learn more about our team members, read their bios:
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William B. Smith, CFP® President, Securities Principal, Registered Investment Advisor |
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Adam Waitkevich, CFP® ,
CDFA™, CRPS® Financial Advisor, Investment Advisor Representative |
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Edward J. Zywien Financial Advisor, Investment Advisor Representative |
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David Ferreira Registered Health Underwriter (RHU), Chartered Life Underwriter (CLU) |
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Jane E. Mitchell Financial Advisor, Investment Advisor Representative |
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Investment Advisor Representative |
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Joan Tosti |
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Vice President, Administration |
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Alecia Linden |
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Jean Gjeltema
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Registered Investment Associate
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WB Smith Companies is organized around a group of wealth management specialists, with more than 150 years of collective experience, and whose principles are founded upon professionalism, integrity and exceptional client service.