Cottrell Smith is an experienced financial strategist dedicated to helping families plan for their financial futures. They currently serve as the Director of Tax, Trusts and Estates at Charles Schwab, a position they have held since 2022. Previously, Cottrell worked as a Senior Wealth Planning Strategist at Wells Fargo and as a Transfer Tax Attorney for the United States Department of the Treasury from 2008 to 2019. They earned a Juris Doctor from the University of California, Berkeley - School of Law, following a Bachelor's degree in Political Science and Government from the same university.
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