Erik Smith is a dedicated Financial Advisor at our firm, specializing in creating personalized financial plans that meet the unique needs of our clients. With a keen focus on portfolio construction, research, and analysis, Erik plays a crucial role in monitoring and adjusting our clients’ financial strategies to ensure they align with their long-term goals.
Prior to joining Wealth Dimensions, Erik worked at UBS Financial Services for six years, developing and executing strategic financial plans to help the firm’s high-net-worth clients achieve their long-term goals.
Erik graduated from Xavier University with both a Bachelor of Science in Business Administration (BSBA), majoring in finance, and an MBA with concentration in finance. He also earned a CERTIFIED FINANCIAL PLANNERTM certification.
Erik is the president of the Habitat for Humanity of Greater Cincinnati Young Professionals. When he’s not involved in the community, he enjoys spending his free time attending concerts and golfing.