Mr Smith has his CFP designation and earned his B.A. in Economics at the University of Vermont. He serves on the board of Cooperative Production in Taunton, MA, which provides programs and services to address the needs of local citizens with intellectual and developmental disabilities and brain injuries.
Weather Alert
Due to the ongoing impact of the snowstorm and for the safety of our customers and colleagues, locations on Cape Cod will remain closed Wednesday, February 25. Click here for details. All other locations will be open during regular business hours.