Christy Smith’s primary role at Blue Zone Wealth Advisors is to provide our clients with exceptional service and support during each phase of the wealth management process. She works closely with the advisory and investment teams and coordinates implementation of planning and investment strategies. She enjoys working with families and engaging the next generation by helping them start on their own financial plans.
Prior to joining Blue Zone Wealth Advisors, Christy worked as a Client Service Associate at an Investment Advisory firm where she focused on high net worth customer service and operations.
Christy has always had a passion for creating meaningful connections with others, utilizing empathy in each aspect of her job and beyond. She received her bachelor’s degree in Psychology from Armstrong State University and continues to pursue her passion for making an impact by serving with a variety of charitable organizations, helping children and families in need.
From exploring new hiking trails to trying new homemade pasta recipes, in her free time Christy is constantly challenging herself to have new experiences, try new things, and of course, meet all kinds of new, interesting people.