Mitchell Smith
Client Services Specialist ll


Mitchell joined Signature Financial Planning as a Client Services Specialist in March of 2023. Fascinated by the financial services industry, Mitchell is passionate about not only learning about but spreading knowledge of the theories and strategies that help us build wealth.

A graduate of St. Bonaventure University, Mitchell holds a bachelor’s degree in marketing with a minor in management and aims to earn an MBA in the near future. He is a true team player who is always rooting for the success of those around him, making him a great asset for both his coworkers and our clients.

When he isn’t at the office, Mitchell can be found traversing the globe or planning for future travel experiences.

A chat with Mitchell

Why do you like working for Signature?

The team is a very tight-knit group. It has a family atmosphere, and everyone is always willing to lend a helping hand when needed. It’s the type of place where everyone gets to know each other on a personal level.

What’s the biggest lesson you’ve learned so far in your career?

I have learned it is always important to treat everyone with kindness and respect. Helping others is a great way to learn and forming relationships can lead to personal growth, as well as career growth.

What are your passions outside of work?

I enjoy trying new experiences and adventures. I love trying things that I have never done before. I also enjoy spending time with family and friends.

What is your most memorable travel experience?

My most memorable travel experience was my family vacation to Europe. We went to four different countries in ten days. We had a great time and made memories that will last forever.


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