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Michelle Marie Smith
President chez
DW Media LLC
Profil
Michelle Marie Smith is the founder of Alexandra & James Advisory Services LLC, holding the title of Director-Family Wealth Management since 2006.
Ms. Smith is the founder of Source Financial Advisors LLC, holding the title of Chief Executive Officer from 2012 to 2024.
Ms. Smith is the founder of DW Media LLC, holding the title of Co-President since 2015.
Ms. Smith's education includes an undergraduate degree from Radford University College of Business & Economics.
Postes actifs de Michelle Marie Smith
| Sociétés | Poste | Début |
|---|---|---|
DW Media LLC
 DW Media LLC Miscellaneous Commercial ServicesCommercial Services Provides online personal finance assistance for women | President | - |
Anciens postes connus de Michelle Marie Smith
| Sociétés | Poste | Fin |
|---|---|---|
Source Financial Advisors LLC
 Source Financial Advisors LLC Investment ManagersFinance Source employs an objective, research-based, manager-neutral approach to investment. The firm utilizes asset allocation modeling and diversification strategies. As part of their discovery process, they thoroughly analyze all assets – stocks, bonds, real estate, insurance, restricted stock, and more – and map a path to support their clients’ desired lifestyle. | Directeur Général | 01/12/2024 |
Alexandra & James Advisory Services LLC
 Alexandra & James Advisory Services LLC Investment ManagersFinance Alexandra & James Advisory Services develops customized, diversified asset allocation strategies based on each client's individual objectives, income needs and risk tolerance. The firm then carefully selects the fixed-income, equity, and if applicable, alternative asset investment managers to execute each client's asset allocation. They also access the municipal and equity asset management expertise of Lebenthal & Co. Portfolios are monitored on a regular basis to ensure each client's investments stay relevant to their objectives and evolving market conditions. Alexandra & James also performs due diligence on investment managers on an ongoing basis. | Fondateur | - |
Formation de Michelle Marie Smith
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
DW Media LLC
DW Media LLC Miscellaneous Commercial ServicesCommercial Services Provides online personal finance assistance for women | Commercial Services |
Alexandra & James Advisory Services LLC
Alexandra & James Advisory Services LLC Investment ManagersFinance Alexandra & James Advisory Services develops customized, diversified asset allocation strategies based on each client's individual objectives, income needs and risk tolerance. The firm then carefully selects the fixed-income, equity, and if applicable, alternative asset investment managers to execute each client's asset allocation. They also access the municipal and equity asset management expertise of Lebenthal & Co. Portfolios are monitored on a regular basis to ensure each client's investments stay relevant to their objectives and evolving market conditions. Alexandra & James also performs due diligence on investment managers on an ongoing basis. | Finance |
Source Financial Advisors LLC
Source Financial Advisors LLC Investment ManagersFinance Source employs an objective, research-based, manager-neutral approach to investment. The firm utilizes asset allocation modeling and diversification strategies. As part of their discovery process, they thoroughly analyze all assets – stocks, bonds, real estate, insurance, restricted stock, and more – and map a path to support their clients’ desired lifestyle. | Finance |
Radford University College of Business & Economics
 Radford University College of Business & Economics Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
