Her advanced tax specialization and understanding of issues related to wealth transfer tax, tax planning for non-U.S. residents, tax planning for high net worth individuals, and other advanced planning areas, serves her clients well in their legacy planning endeavors. Smith is Of Counsel to Keith Singer, P.A. and a Wealth Advisor with Singer Wealth Advisors, Inc. Smith has 14 years' experience in
the financial services industry, giving her an invaluable knowledge base with regard to the various types of assets that are typically at the center of clients' estate plans. This unique combination of skill sets and professional experience allows Mrs. Smith to provide clients with the type of cohesion between their current wealth and future legacy that is typically missing in the planning process. Smith resides in Hollywood with her husband, Marvin, who is an orthopedic surgeon with the Memorial Healthcare System Division of Orthopedic Surgery and Sports Medicine. The Smiths are proud parents to a daughter, Summer. In her free time, Mrs. Smith likes to be active and outdoors with her family. They particularly enjoy attending NFL and University of Miami football games, tennis, golfing, beach days, and skiing.
