Betsey Smithdeal is a Premier Banker with 22 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Her daily goal is to become their trusted partner through high-touch attention, in-depth conversations, and technology.
Betsey holds her Series 7 and 66 securities registrations and various insurance licenses.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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