Claire A. Smith, CFP®

Vice President, Wealth Advisor

Claire brings to Stablepoint Partners a passion for financial planning and serving clients in all aspects of their financial well-being. Her desire to help clients achieve their financial goals led her to acquire her CERTIFIED FINANCIAL PLANNER™ professional designation in March of 2020.

Prior to Stablepoint, Claire was with Morgan Stanley for 6 years in which she was in the firm’s financial planning program and then joined Chris and Henry with the Griffith Wheelwright Group as a Portfolio Management Associate. 

Claire graduated from Boston College in 2014 with her degrees in Applied Psychology and Communications. While at Boston College, Claire ran varsity cross country and track & field and is now a volunteer coach for Girls On The Run. 

Claire currently lives in South Boston. She enjoys running along Castle Island, reading, visiting her family in Connecticut, and spending time in Northern Michigan in the summer.

Let’s Discuss Your Vision

Connect with us