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Jamison Smith

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I began in the financial planning industry in 2018 and joined the EWA team in 2020. I believe that there is a lack of sound financial planning in the world, and am very passionate about providing advice to clients in complex situations to allow stress free decision making. A cum laude graduate from Wheeling Jesuit University, I earned a dual Bachelor of Science degrees in Accountancy and Business Administration with a concentration in Personal Financial Planning. While earning these degrees, I also played on the men’s lacrosse team for the university. In 2022, I co-founded Wealth Advisor Training, which aims to provide resources and training to financial advisors to equip them with the skills and knowledge necessary to provide the best advice possible for their clients. When I am not working, I enjoy spending my time working out, golfing, traveling, or spending time with my dog, Chance.

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