Macey Marie Smith

Employer firm

Blue Ridge Wealth Planners CRD 285347

$362M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Blue Ridge Wealth Planners
  Knoxville, TN
• 05/2025 → Present
  Blue Ridge Wealth Planners
  Knoxville, KY
• 01/2023 → 08/2023
  Saratoga Group
  Knoxville, TN
• 10/2021 → 01/2023
  Morehead State University
  Morehead, KY
• 05/2021 → 01/2023
  Milex Logistics
  Cincinnati, OH
• 04/2020 → 10/2020
  Oklahoma Employment Security Commission
  Oklahoma City, OK
• 08/2023 → 01/2024
  Gavino's
  Knoxville, TN
• 01/2015 → 12/2022
  N/A
  Morehead, KY

Other Businesses

1)NAME:RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS:9725COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:IAR INSURANCE AGENT; START DATE:05/2025; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES: OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTSAND PROSPECTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-05