Marie C. Smith, CFP®

Senior Associate

Baltimore

Client Advisory

Biography

Marie is a Senior Associate in the Maryland office. She is responsible for assisting with the daily needs of affluent clients and supporting wealth advisors in a variety of financial planning and strategic investing activities.

Prior to joining Cerity Partners, Marie served as the Director of Client Communications at Maryland Capital Management (“MCM”). In her role, she was responsible for planning, developing, and executing the firm’s marketing and communications strategy in addition to providing operational and client support. Before her time at MCM, she worked as a Registered Client Associate at RBC Wealth Management. She also previously worked as a Relationship Specialist at Charles Schwab.

Marie loves to travel and enjoys spending time with her friends, family and Goldendoodle, Daphne.

Education

  • BSBA in Finance from Shippensburg University of Pennsylvania

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.