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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:

Bill Smith William B. Smith, CFP®
President, Securities Principal, Registered Investment Advisor
Edward J. Zywien Edward J. Zywien
Financial Advisor, Investment Advisor Representative
David Ferreira David Ferreira
Registered Health Underwriter (RHU), Chartered Life Underwriter (CLU)
Jane E. Mitchell Jane E. Mitchell
Financial Advisor, Investment Advisor Representative
Ronald Foisy Ronald Foisy, CFP®
Certified Financial Planner, Financial Advisor
   
Donna L. Marsella Donna L. Marsella, CDFA™
Certified Divorce Financial Analyst, Investment Consultant
Joan Tosti Joan Tosti
Office Manager
Alecia Linden Alecia Linden
Operations Supervisor
Jean Gjeltema Jean Gjeltema
Client Services Supervisor
Rebecca Smith

Rebecca Smith

Vice President, Administration

Jill R. Metzmaker

Personal Assistant & Project Manager

Tim Harrington

Certified Public Accountant, Investment Advisor Representative

Thomas Heney

Investment Advisor Representative

   

  

 

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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.

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