Marie Smith, CFP®
Designations and Licenses
Marie is a CERTIFIED FINANCIAL PLANNER® professional.
Experience and Education
Marie supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.
Prior to joining Mariner full-time, Marie was a financial planning intern.
Marie holds a bachelor’s degree in finance from Michigan State University.
Personal Interests
Away from the office, Marie enjoys traveling, skiing, reading and spending time with friends and family. She’s also a fan of the Green Bay Packers.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.