Sheila Smith, Client Service Specialist

Sheila Smith

Client Service Specialist
 

Sheila joined WealthCrossing in 2019. She brings many years of financial service experience to this position including client facing and back office roles with banking and brokerage firms. Most recently she worked with an investment advisory firm assisting three advisors and their clients.  In all her previous positions, her focus has always centered on fostering positive relationships between the client and the firm.

A graduate of Virginia Commonwealth University, Sheila holds a bachelor of science in business administration.  She and her husband are natives of Chesterfield County and enjoy spending time with their two sons and extended family.

Meet More of Our

Client Service Manager
Client Service Specialist
Client Care Coordinator

Speak to Our Fee-Only Financial Planners in Richmond

Pull up
a chair

What are your goals and how can we help? Let us know in the form below!