Diana Smith works with individuals and families to bring clarity and confidence to their financial lives through comprehensive planning and disciplined investment management. Since beginning her career in the financial services industry in 2006, she has helped clients navigate important financial decisions and develop strategies designed to support long-term financial security. Diana specializes in comprehensive wealth planning, retirement income strategies, investment portfolio management, and tax-efficient wealth strategies. She also works closely with clients on estate and legacy planning coordination, education funding, and multi-generational wealth planning.
She primarily serves individuals and families preparing for or transitioning into retirement, successful professionals and business owners, and high-net-worth families seeking thoughtful, long-term financial guidance. Diana believes true wealth begins with clarity. She works closely with clients to understand what matters most to them and then builds a comprehensive financial plan and investment strategy aligned with their goals and vision for the future.
Diana earned her degree in Accounting from Suffolk University and holds the Accredited Portfolio Management Advisor℠ (APMA®) and Chartered Life Underwriter® (CLU®) designations. She is also actively involved in her community as Treasurer of the Sacred Heart Parent’s Association and as a Girl Scout troop leader.