Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management
Easton, Maryland, United States
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Summary
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Senior
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Justin Smith is a Wealth Management Advisor and Vice President with 17 years of experience helping clients simplify finances and pursue multigenerational goals as a founding partner of Beane, Smith & Associates at Merrill Lynch. He applies a disciplined, goals-based approach to wealth management, focusing on stewardship, perspective, and purpose rather than just portfolio returns. A Maryland Eastern Shore native and Salisbury University alumnus, he blends community leadership—past president of the Centreville Rotary Club and Young Life committee member—with family-centered values. Justin is known for translating complex financial plans into actionable steps that reduce client anxiety and leave a lasting legacy for future generations.
17 years of coding experience
Bachelor's Degree, Bachelor's Degree at Salisbury University
Contributions:68 PRs, 7 pushes, 101 branches in 10 months
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Justin Smith - Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management