SOURCE FINANCIAL ADVISORS - Key Persons
Job Titles:
- Chief Compliance Officer & Client Services Specialist
- Client Services Specialist
Megan Benner is Client Services Specialist at Source Financial Advisors.
She is the main contact for all client needs including preparation of investment & account paperwork, completing cashiering requests, attending client meetings, and following up on any inquires or issues that may arise along the way. Megan also assists in new client on-boarding, data management, and performance reporting.
Prior to joining Source Financial Advisors, Megan was a Client Service Associate with TFC Financial Management in Boston, MA where she ran quarterly client reporting, prepared client meeting materials, performed account maintenance & monitored activity, and provided trading coverage & operational support.
Megan began her financial client service career at Cambridge Associates, working in both their Boston, MA and San Francisco, CA offices.
Megan holds a Bachelor of Arts degree from the University of Richmond, where she was also a Four-Year Division I Scholarship Athlete with the Swim & Dive Team as a distance swimmer.
Michelle Smith has spent her 29 year career dedicated to the financial services industry, including the past 20 years advocating for ‘All Things Inclusion and Empowerment'. As CEO of Source Financial Advisors, Michelle navigates clients through complex, sensitive, and critical financial topics and issues.
A Divorce Mediator who holds the Certified Divorce Financial Analyst® designation, Michelle is a pioneer in the field of financial divorce matters. She has helped thousands of women understand their financial options as they navigate divorce. She is a passionate advocate for women's financial literacy and has founded the respective program, Wife2CFO, for women who want to take control of their financial future.
Michelle is a regular contributor to national and financial media and co-authored the book, Divorce & Your Finances, for Wachovia Securities financial advisors. Michelle is also co-founder of The IDEAL School of Manhattan, an independent school in NYC that she created in part for her son who has Down syndrome. The IDEAL School was the first and remains the only Inclusion K-12 independent school in NYC. Michelle's relentless pursuit of creating an equal and transparent playing field for women with their money and children and their education is a personal and professional constant.
Sean Smith is the Marketing Director for Source Financial Advisors and the Wife2CFO financial education and literacy platform.
Sean is responsible for all things marketing at Source Financial Advisors and Wife2CFO including customer relationship marketing, social channels and websites management, data and analytics, research, and all things consumer engagement.
He's been through the ranks as a career advertising professional that effectively managed paid, earned, and owned media activities. Also had the privilege of managing client relationships for top performing companies and categories, having worked for leading media service organizations in the public and private sectors.
Sean's passion is alpine skiing having been heli-skiing in British Columbia. He lives in Newburgh, New York with his daughter Mia.