Halsey Smith, CFP®

Halsey Smith

Halsey Smith, CFP®

Director of Marketing

Halsey@inletPrivateWealth.com

(561) 781-0405

Halsey Smith has specifically come out of retirement to join Inlet Private Wealth® as Director of Marketing. He brings 45 years of financial services experience to the firm. He specializes in assisting clients with personal financial planning and estate planning. He has been affiliated with several nationally known firms, including Senior Vice President for U.S. Trust Company; Senior Vice President for Brown Brothers Harriman and Company; and Managing Director for Private Client Services at Wilmington Trust Company. In addition to assisting clients, Halsey has presented numerous, financial education programs for the general public.

Originally from Maine, Halsey received his BA with honors from Bowdoin College. In addition, he was trained in Asset and Liability Management through a program at the University of New Hampshire and has previously held various licenses related to the wealth business, including Florida Health, Life and Viable Annuities, Series 6, 7, 24 and 63 and Certified Financial Planner.

Halsey has been active in the community sitting on various Boards. Past affiliations include President of The Center for Family Services; President of The Burt Reynolds Institute for Theater Training; Secretary and Treasurer for The Humane Society of Martin County; Mentor for S.C.O.R.E and various other organizations. Currently, Halsey is a Guardian Ad Litem for the 15th District Court and an Instructor for The Young Entrepreneurs Academy, which teaches youngsters how to start and manage a business.

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