Originally from southwest Virginia, Eric Smith is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Wealth Manager.
Eric grew up in the financial services industry as his mother was an advisor. He knew at a young age he wanted to follow in her footsteps when he saw first hand the joy she got out of helping her clients and developing long term relationships with their families. Eric ran cross country and played basketball in high-school before attending Radford University where he graduated with a degree in Business Management. He completed his CFP® Certification Professional Education Program through the College for Financial Planning.
After graduation Eric began his career in financial services when he started with Edward Jones as a Financial Advisor in 2008. There Eric served on the firm’s regional leadership team in addition to building a financial planning and investment management practice. He soon learned that his knack for numbers and “listen first” approach made him a natural fit for clients seeking objective advice.
Today, Eric lives in Kennett Square Pennsylvania with his four children. He currently operates his own independent financial planning and investment management practice through Kingsview Partners. Eric works hard to develop a specialized plan for each client after carefully listening to their needs, lifestyle, and goals. He does everything he can to set each client up for financial success and freedom.
In his free time Eric enjoys spending time with family, photography and golf.
Inquirer quotes Paul Nolte, SVP & Sr. Portfolio Manager. Kingsview SVP Paul Nolte discusses the S&P 500 downgrade in earnings. Click here to read the full article.
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