Michelle_Smith

Michelle Smith CDFA

CEO, Smith Financial Strategies Group

Michelle Smith is Co-Founder and CEO of Source Financial Advisors, LLC, a wealth management firm specializing in guiding clients through significant personal financial events such as divorce, concentrated stock positions, and business sales, as well as managing all facets of their financial affairs afterward. As Founder and president of Smith Financial Strategies Group, Ms. Smith is a high net worth financial strategist specializing in divorce. She assists clients and attorneys with divorce-related financial analyses, including lifestyle analysis, tracing, property characterization, analysis of investments, non-cash compensation (including stock options and restricted share awards), personal economic projections, and cash flow modeling of various settlement options. She is often a neutral financial expert in the mediation and collaborative law process and provides traditional litigation support and trial consulting services. Ms. Smith has spent the past 27 years in the financial services industry as a financial consultant and investment adviser.

 Ms. Smith holds a Certified Divorce Financial Analyst designation. She is a member of the New York State Council on Divorce Mediation and the New York Association of Collaborative Professionals. Ms. Smith also holds various securities licenses, including her Series 7, Series 63, Series 65, and Series 24.

Appearances