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Jaime Smith, CRPS - Partner, Senior Wealth Advisor at Trillium Wealth

Partner, Senior Wealth Advisor

Jaime Smith

CRPS

Monroe, Louisiana
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Meet Jaime

Jaime Smith is a Partner and Senior Wealth Advisor based in Monroe, Louisiana. Jaime is a Chartered Retirement Plan Specialist who tailors customized financial plans for clients and creates a roadmap to help clients find the path toward their unique hopes and dreams.

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.

Qualifications

Education

BS from Northeast Louisiana University

Certifications

Chartered Retirement Plan Specialist (CRPS)

Licenses

  • Life Insurance
  • Health Insurance

Affiliations & Credentials

Chartered Retirement Plans Specialist
CRPS
University of Louisiana Monroe
NE Louisiana University
“Perfection is not attainable, but if we chase perfection, we can catch excellence.”

— Vince Lombardi

Office Location

Monroe, LA

1900 N 18th Street Suite 804

Monroe, LA 71201

Ready to Work with Jaime?

Schedule a conversation with Jaime to discuss your financial goals and discover how Trillium Wealth can help you pursue true wealth.

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