Advisors at this firm
Wesley M
CFP®, Series 65, Series 66
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Wesley Mc Neillie is a CFP® professional with six years of industry experience, currently serving at Robinson Smith Wealth Advisors, LLC. His prior roles include positions at Leconte Wealth Management, Raymond James Financial Services, and Prudent Street Financial Advisors. Robinson Smith Wealth Advisors is a fee-only firm managing approximately $403 million in assets, serving individuals, high-net-worth clients, business entities, trusts, pensions, and nonprofits. The firm offers investment management, financial planning, and consulting services, employing a range of strategies and third-party research to tailor portfolios according to client risk tolerance and preferences, including ESG investing.
Donovan I
CFP®, Series 63, Series 65
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Donovan Ingle is a CFP® professional at Robinson Smith Wealth Advisors, LLC with seven years of industry experience. He has worked at Robinson Smith Wealth Advisors since 2020 and previously held positions at Equitable Advisors, AXA Advisors, German American Bank, and the University of Louisville. Robinson Smith Wealth Advisors is a fee-only firm serving individuals, high-net-worth clients, business entities, trusts, pensions, and nonprofits. The firm manages approximately $403.2 million in assets across discretionary and non-discretionary portfolios, employing a range of investment vehicles and strategies tailored to client risk tolerance and objectives.
Tracey D
CFP®
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Tracey Daigle is a CFP® professional with nine years of experience in the financial advisory industry. She has been with Robinson Smith Wealth Advisors, LLC since 2013, currently serving as part of a five-advisor team based in South Portland, ME. Robinson Smith Wealth Advisors is a fee-only firm that offers investment management, financial planning, consulting, and advisor-selection services to individuals, high-net-worth clients, business entities, trusts, pensions, and nonprofits. The firm manages approximately $403.2 million in assets across about 212 client relationships, typically working with clients who have at least $1,000,000 in investable assets.
Gerrit P
CFP®, Series 65
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Gerrit Petersons is a CFP® with four years of industry experience, currently serving at Robinson Smith Wealth Advisors, LLC. His prior roles include positions at Marble Trail Advisors, Broad Cove Capital, Cribstone Capital Management, and ADP. Robinson Smith Wealth Advisors is a fee-only firm managing approximately $403 million in assets, providing investment management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, trusts, pensions, and nonprofits. The firm employs a range of investment strategies across various asset classes and incorporates client risk tolerance and time horizon in portfolio management.
David S
CFP®, Series 63, Series 65
Portsmouth, NH
Robinson Smith Wealth Advisors, LLC
David Smith is a CFP® professional with 21 years of industry experience. He has been with Robinson Smith Wealth Advisors, LLC since 2013, where he is part of a five-advisor team based in Portsmouth, NH. Robinson Smith Wealth Advisors is a fee-only firm serving individuals, high-net-worth clients, business entities, trusts, pensions, and nonprofits. The firm manages approximately $403 million in assets and employs a comprehensive investment approach that includes both discretionary and non-discretionary portfolios with a variety of asset classes and strategies, including ESG investing and specialized planning.
