Kody Smith is a Financial Planning Associate at Blue Trust since November 2024, bringing extensive experience in financial services. Previous roles include Investment Operations Associate and Key Accounts Specialist at Eventide Asset Management, as well as Associate Financial Advisor at Ameriprise Financial Services, Inc. Kody's career began with positions such as Compliance Analyst at Liberty University and Financial Advisor at Merrill Lynch. Kody also held the role of Portfolio Management Intern at Yorktown Funds and served as President and Portfolio Manager at Student Asset Management. Kody's education includes a Bachelor of Science in Financial Planning from Liberty University, completed in 2016.
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