Simplified Financial Advice.

Jaime Smith

CRPS

Partner, Wealth Advisor

1900 N 18th St. Ste. 804
Monroe, LA 71201

Meet Jaime

Jaime is a Wealth Advisor and Chartered Retirement Plan Specialist. He tailors customized financial plans for clients and creates a roadmap to help clients find the path toward their unique hopes and dreams.

A graduate of Northeast Louisiana University, Jaime is also Life & Health licensed. He’s held a Series 66 license since 2007 and has a long history within the financial services industry.

Outside of work, you’ll likely find Jaime spending time with his family, attending his sons’ sporting events and enjoying the great outdoors. He also enjoys hunting and fishing.

Jaime Smith is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Best piece of financial advice received:

Work hard, pay your taxes and save for a rainy day

Favorite quote:

Market - Fear is cheap, but confidence is relatively priced

Hidden talent:

Coaching

Something on your bucket list:

To travel to Australia and New Zealand

Place you’d most like to visit:

Italy

Biggest accomplishment:

Marrying my wife of 24 years and the birth of my two sons

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.