Harmony Smith, CFP®, APMA®, CDFA®
Harmony Smith is a financial planning professional with eight years of experience at major financial institutions including Ameriprise Financial and Merrill Lynch. Her background combines expertise in financial planning, client communications, research, and operational coordination within both large corporate and boutique-advisory environments. Throughout her career, she has developed and presented comprehensive financial plans, supported advisors and clients through complex financial decisions, and managed high-volume workflows with accuracy and professionalism.
With a degree in Journalism from the University of North Carolina at Chapel Hill, Harmony brings a unique ability to communicate technical information in a clear, engaging, and client-focused manner. Her experience includes financial analysis, presentation development, employee-benefit education, and cross-functional project coordination. She is a CERTIFIED FINANCIAL PLANNER® professional who is passionate about combining analytical thinking, communication, and relationship management to create meaningful client experiences.
Outside of her professional work, Harmony enjoys traveling with her family and trying new recipes in the kitchen. Much of her free time is spent cheering on her two children in sports and school activities, which she considers one of her greatest joys. She values creating meaningful experiences, both personally and professionally, and brings that same energy into her relationships with clients and colleagues.
