Jaime Smith

CRPS
Partner, Wealth Advisor

Meet Jaime

Jaime Smith is a Partner, Wealth Advisor based in Monroe, Louisiana.

Jaime is a Wealth Advisor and Chartered Retirement Plan Specialist. He tailors customized financial plans for clients and creates a roadmap to help clients find the path toward their unique hopes and dreams.

A graduate of Northeast Louisiana University, Jaime is also Life & Health licensed. He’s held a Series 66 registration since 2007 and has a long history within the financial services industry.

Outside of work, you’ll likely find Jaime spending time with his family, attending his sons’ sporting events and enjoying the great outdoors. He also enjoys hunting and fishing.

Perfection is not attainable, but if we chase perfection, we can catch excellence.
Vince Lombardi

Qualifications

Education
  • BS Northeast Louisiana University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CRPS
Perfection is not attainable, but if we chase perfection, we can catch excellence.
Vince Lombardi

Trillium Wealth

1900 N 18th Street Suite 804
Monroe, LA 71201
(318) 388-6042