John D. Smith is a Partner and Wealth Advisor at Corient, where the focus is on providing customized fee-only wealth management services since August 2023. Prior to this role, John D. Smith served as a Partner and Wealth Advisor at CI BDF Private Wealth for over 30 years, emphasizing the enhancement of clients' lives. John D. Smith holds the CERTIFIED FINANCIAL PLANNER™ designation obtained in 1993 and the ACCREDITED ESTATE PLANNER® designation earned in 2017, and graduated with a Bachelor of Science in Financial Counseling and Planning from Purdue University in 1992.
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