Richard Smith

Richard Smith is a seasoned financial services professional with extensive experience in client management and relationship development. Currently serving as Client Service Manager at Newport Group since August 2018, Richard has played a key role in the successful partnership with Vanguard, overseeing the conversion of 300 companies to the Newport Group platform and managing daily operations for 30 Non-Qualified Deferred Compensation Plans. Prior to this role, Richard worked as an Advisor Services Relationship Manager at Charles Schwab, where responsibilities included managing 27 Registered Advisory Firms with assets totaling $6.5 billion. Richard's career began as a Licensed Personal Banker at Wells from January 2012 to September 2013. Richard holds a Bachelor of Science in Business Administration and Management from Florida International University, obtained in 2012.