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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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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Ronald Foisy, CFP® Certified Financial Planner, Financial Advisor |
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Donna L. Marsella, CDFA™ Certified Divorce Financial Analyst, Investment Consultant |
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Joan Tosti Office Manager |
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Alecia Linden Operations Supervisor |
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Jean Gjeltema Client Services Supervisor |
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Vice President, Administration |
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Personal Assistant & Project Manager |
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Certified Public Accountant, Investment Advisor Representative |
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Investment Advisor Representative |
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.