Shade Tree Advisors LLC
Felicia Smith is a Tax Associate at Shade Tree Advisors LLC since June 2020, with previous experience as a Sales Associate at The TJX Companies, Inc. from September 2016 to November 2020, and as a Tax Accountant intern at Garry T. Center, CPAs from February 2020 to May 2020. Felicia holds a Master's degree in Accounting from The College of Saint Rose (2021-2022) and a degree in Accounting from Russell Sage College (2018-2020), with earlier studies at Hudson Valley Community College (2016-2018).
Shade Tree Advisors LLC
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.