Senior Wealth Advisor

Clinton G. Smith III

Sevenbridge Team

Clint spent a decade as a public accountant before deciding he wanted to dedicate his career to helping individuals and families grow and preserve their wealth. A licensed CPA with a CFP, he knew he’d be uniquely qualified to help with wealth management and tax planning.

He strives to be hands-on with his clients, not only providing recommendations, but helping them understand the “why” behind them. He wants to be the first person they call when faced with financial questions and challenges, and forges personal relationships with each one.

The Stats:

3+ years Senior Wealth Advisor @ SevenBridge Financial
10+ years Senior Manager, Audit Manager @ International Accounting Firms

On His Time Off:

He’s being a dad to his three kids and goldendoodle, spending time with his wife Jackie, working the barbeque, or sitting down with a new book.

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