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Cindi Smith

Cindi Smith

Client Associate

Cindi Smith is a Client Associate at Roberts Wealth Management.

She attended Mercer University with honors and a double major in finance and economics. Since then, she has spent 22 years in the financial service industry, educating herself and expanding her experience with wealth management. In that time, Cindi has also received her Series 7 and 73 in an effort to further her expertise for clients.

Cindi is inspired by seeing how far her clients progress as a result of financial planning. The gratification that comes from providing the quality of service that she would seek out herself is insurmountable and keeps her excited to continue learning and working with clients in the years to come.

While outside of the office, you might find Cindi reading, gardening, or playing tennis in her free time.