Opes Advisors
Jeffrey T. Smith
Financial Advisor, Branch Manager, License 957141
jsmith@opesadvisors.com · 415.464.9500
Mr. Smith is Opes Advisors’ Branch Manager for Marin County. He has over 20 years of experience in Real Estate, Business and Finance. Most recently, Jeff was with First Horizon Bank/Elliot Ames, Inc. where he was in the top 10% of sales professionals nationwide. He earned his undergraduate degree from the University of California, Davis. He also holds a Masters in Business Administration, with an emphasis in Finance, from the Haas School of Business at the University of California, Berkeley. He is a Series 65 licensed Investment Advisor Representative and a Financial Advisor at Opes. Jeff educates our clients on the significance the mortgage structure has on their financial objectives.
Jeff lives in Mill Valley with his family.
Wealth Management
Your goals to maintain your lifestyle, provide for your family's education, retire comfortably, and leave a legacy are affected by how you manage all aspects of your finances.
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Mortgage Services
When financing a home, Opes clients have a wealth management team working for them – at no more cost than obtaining a mortgage from a conventional firm.
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