Frances Smith

Director at Mercer Advisors

Frances Smith, CFP®, currently serves as the Director and Client Advisor at Mercer Advisors since October 2014, where responsibilities have included providing comprehensive financial planning and client advisory services. Prior experience includes roles at Girls on the Run (GOTR) in Franklin County, contributing to fundraising and program evaluation, and as an Analyst at Ross, Sinclaire & Associates, LLC, focusing on financial modeling and client education. Additional experience includes an AmeriCorps position at Columbus Housing Partnership, an internship at UBS Wealth Management, and an internship at the Centre for Socio-Eco-Nomic Development (CSEND), where Frances engaged with global economic development issues. Frances Smith holds a Bachelor of Arts in Economics and International Relations from The Ohio State University.

Links

Previous companies

UBS logo

Org chart

This person is not in the org chart


Teams

This person is not in any teams