Renee Smith
My name is Renee Smith and I have had the honor of working with One2One Wealth Strategies since November 2010 as an Office Manager. I became a Licensed Sales Associate when I obtained my Securities License in 2015.
I have over 40 years’ experience in providing customer service through client communication, training, and supporting staff with processes, preparation of forms, and transactions.
I enjoy working at One2One Wealth Strategies, having a solid investment philosophy and educational focus. Offering our clients peace of mind by providing customer service is my number one priority, along with being able to help our clients meet their financial goals.
When I am not working, I enjoy my family time, hanging out with friends, listening to music, boating, and camping.