Hopkinton – Dawn E. Smith, CFP®, ChFC®, CDFATM, CLTC, of Oasis Financial Services, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Hopkinton, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2018.
To earn this achievement, Smith established herself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.
As a Private Wealth Advisor, Smith provides financial advice that is anchored in a solid understanding of client needs and expectations, and is delivered in one-on-one relationships with her clients. Oasis Financial Services has served the Hopkinton area since 1993.
Ameriprise Financial has been helping people feel confident about their financial future for more than 120 years. With a network of 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, they have the strength and expertise to serve the full range of consumer financial needs.
For more information, contact Oasis Financial Services at 508-281-6000 or visit ww.ameripriseadvisors.com/dawn.e.smith or visit the Ameriprise office at 63 South Street, Suite 192, Hopkinton.