Hopkinton – Dawn E. Smith, APMA®, CFP®, CDFA®, CLTC®, CRPC®, Chief Executive Officer, Oasis Financial Services, a private wealth advisory practice of Ameriprise Financial in Hopkinton, MA, was recently named to the list of “Best-in-State Wealth Advisors” published by Forbes magazine.
The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business. The rankings are based on data provided by over 11,000 of the nation’s most productive advisors. Smith was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced over a three-year period.
Smith is part of Oasis Financial Services, a private wealth advisory practice of Ameriprise Financial Services, Inc. As a private wealth advisory practice, Oasis Financial Services provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. Smith has 26 years of experience in the financial services industry.
For more information call 508-281-6000, email [email protected] or visit www.ameripriseadvisors.com/team/oasis-financial-services/myteam/dawn.e.smith.