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Adam Smith
Work history
Covenant Wealth Advisors
Certified Financial PlannerCurrent (over 1 year)Acorn Financial Services
Financial PlannerJan 2018 - Dec 2023 (almost 6 years)Glassman Wealth Services
Client Service and Operations ManagerMay 2017 - Nov 2017 (6 months)Acorn Financial Services
Operations ManagerSep 2014 - May 2017 (over 2 years)Dominion Wealth Management, Inc.
Director of ResearchJun 2006 - Jan 2014 (over 7 years)
Contact Information
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Description
Covenant is a fiduciary financial advisor helping individuals age 50 and above, achieve a secure, stress-free retirement with tailored retirement planning, investment management, and tax strategies.
Company phone+18043064582
Company websitecovenantwealthadvisors.com
LocationWilliamsburg, Virginia, United States, 351 McLaws Cir
Industryfinancial services
Employees13
Founded at2010
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