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Tyler Smith, CFP®

Tyler Smith, CFP®

Partner

Tyler began his career at Waddell & Reed over 5 years ago and now holds the CERTIFIED FINANCIAL PLANNER™ mark, his Series 7 and Series 66 Licenses through LPL Financial, as well as, Life, Accident, and Health Insurance Licenses. He believes that financial health isn’t defined by large moments, but rather by developing good habits that you can carry through each day.

He graduated from The University of Pittsburgh with a Bachelor’s degree in History.