Eddie Smith

Job Title: Vice President of Membership

What you do at Stonewood: I help our Members enhance their practices by providing compelling language, powerful presentation tools and a refreshing, data-backed retirement approach. 

Favorite part of your role: Hearing success stories from our Members about the meaningful impact being made in their client's financial plans. I get to enjoy this one a lot! 

Fun fact about me: I produced, mixed and mastered a mixtape in college with a couple friends in college. It led to opening for Immortal Technique, Talib Kweli & Nappy Roots at an on-campus concert! 

Background and Education: Bachelor's Degree from Dartmouth College; 6 years experience in financial services (3 as an advisor). 

Community Involvement: I played 4 years of college football and 2 more in Professional Arena leagues, leading to a coaching opportunity at a local High School. However, developing the team football players comes second to developing them as young men. 

Hobbies: I do my best to keep in shape with HIIT training and basketball. Besides that, I'll find any possible excuse to play a round of golf! Also, I enjoy video games and music production, and built a custom PC to get the most out of both! 

What we love about Eddie: Eddie is highly driven and motivated by his passion to help others. His charismatic personality lights up the office. His analytical and critical thinking skills are an asset to the team. And he can work an Excel spreadsheet like no one else!  


Eddie Smith
Operations Support Manager

Schedule Time with Eddie

Ready to grow your business?

See How Our Tools Can Transform Your Practice

Let's Connect