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Will Smith

Financial Planning Associate at Jentner Wealth Management

Will Smith, CFP®, serves as a Financial Planning Associate at Jentner Wealth Management, bringing a diverse background in client service and financial management. Prior experience includes roles as a Portfolio Administrator at Cornerstone Capital Advisors, where client accounts were created and transactions managed, and as a Client Service Specialist at Charles Schwab, focusing on corporate retirement plan administration and client engagement. Early experience includes caregiving and supervision of youth at The Chapel’s Camp Carl, highlighting strong organizational and interpersonal skills. Will Smith holds a Bachelor of Science in Finance from Grove City College, earned in 2013.

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