Client Login
(866) 758-9473
Gregory S. Smith, CFP®, ChFC Managing Director Senior PWM Financial Planner
Greg founded The Wise Investor Group’s financial planning department in 1999 focusing primarily on retirement, college, and estate planning for his clients. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and serves as a Financial Planning Mentor to new financial planners through the Financial Planning Association. He is also a seminar lecturer, author, educator and periodic host of The Wise Investor Show, aired live in the Washington, D.C., area. Greg earned a Master's degree in Financial Planning from the College of Financial Planning, a Master's degree in Psychology from George Mason University, and a Bachelor's degree from the University of Arizona.
PWM Financial Planner
Having joined The Wise Investor Group in 2003, Ann helps clients with college, retirement, divorce and estate planning. She has extensive experience in investment planning and branch operations and is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Divorce Financial Analyst designation. She is also a frequent guest on The Wise Investor Show and has conducted many seminars. Ann graduated with a bachelor's degree in economics from the University of Virginia.
With more than 13 years of experience in the investment industry, Matt provides financial planning services to clients, specializing in annuity, insurance and strategic estate planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations. Matt received his bachelor's degree in business and economics from Lehigh University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Get the help you need to build your wealth management strategy
Talk to a Financial Advisor
Get The Wise Investor Show & The Midweek Update on your Smart Phone!
©2012 The Wise Investor Group • One Freedom Square, 10th Floor, 11951 Freedom Drive • Reston, VA 20190 • (866) 758-9473
The Wise Investor Group is licensed is licensed to offer securities in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV & WY.
Baird financial advisors may only conduct business with residents of the states in which they are properly registered or licensed. This site is for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Please note that not all of the investments and services mentioned are available in every state. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC. ©2012 Robert W. Baird & Co. Incorporated.