Tyler  Smith

Financial Associate

Operational Staff

About Tyler

Tyler Smith is a Financial Associate at Marcum Wealth. As a Financial Associate, Tyler will assist lead advisors in daily operations and client services while he learns directly from the team of lead advisors.

Professional & Civic Affiliations

    Member of the Financial Planning Association

Subject Matter Expertise

Client Services
Reporting
Operations

Education and Certifications

Life, Accident & Health Licensed
University of Cincinnati

Designation

Chartered Retirement Planning Counselor℠ (CRPC®)