FPQP™, Senior Client Service AssociateEmail Steven Smith
Steven Smith joined TFC Financial Management in May 2016 as a member of the Client Service Team. He works with client advisors and the Client Service Team in coordinating client meeting materials, providing portfolio account administration, trading, and operational support.
Prior to joining TFC Financial Management, Steven was a Senior Associate at Canaccord Genuity Inc., where he oversaw the daily reconciliations of the firm's international trading accounts, was responsible for institutional trade processing, and provided client service support to the retail trading group.
Steven holds a Bachelor's Degree of Science in Business with a Concentration in Accounting. He has earned the Financial Paraplanner Qualified Professional™ (FPQP) designation.