Scott Smith CFP®President and Lead Adviser
(Douglas) Scott Smith is President and lead adviser for Scott Smith Financial, Inc. (SSF) – a Novi, MI based Registered Investment Adviser.
Scott is focused in the areas of wealth management, retirement strategies and estate preservation. As a Certified Financial Planner* and Chartered Life Underwriter, Scott is uniquely qualified to assist his clients in finding solutions to maintaining their independence and dignity throughout their retirement years.
Scott, born and raised in Michigan, has spent over 30 years helping Michiganders with their financial and retirement planning needs. He is married, has four children, nine grandchildren and lives in Novi. After graduating from Michigan Technical University with an engineering degree and spending a few years working the slide rule - he left engineering to join his father in the family business.
At Scott Smith Financial, we are proud to continue the tradition of providing quality financial and retirement planning advice to our clients; a tradition that started with Scott’s father over 50 years ago. Scott’s son, Bryan Smith joined the firm in 2013; continuing the tradition of family ownership, dedication to our clients and service to the community.
Bryan SmithInvestment Adviser Representative
Bryan S Smith is Vice President of Scott Smith Financial. He passed the Series 65 Uniform Investment Adviser Law Examination in 2018 and serves as an investment adviser to our clients. In addition, as Manager of our Retirement Design, Administration and Enrollment Team, Bryan provides ongoing support to our Retirement Plan Sponsors and Participants. He is married, has three children and lives in Milford.
Alecia BoyceNew Business Coordinator
Alecia Boyce joined SSF in 2019 with 15 years’ combined experience in banking and process development. As New Business Coordinator, Alecia’s primary responsibility is maintaining our client relationships through the process of servicing existing accounts, initiating new accounts, facilitating distributions and executing account transfers. She is also responsible for a variety of other back office activities including daily reconciliation of client accounts and the production of our clients’ quarterly investment reviews.
David MercierInvestment Adviser Representative
David (Dave) Mercier specializes in Estate and Wealth preservation strategies for his clients. As President of the Detroit Life Agency, Dave holds the ChFC (Chartered Financial Consultant ) and CLU (Chartered Life Underwriter) designations from the American College of Financial Services.
As a second generation Financial Adviser, Dave has spent over 30 years working with his clients; helping them create plans that provide wealth accumulation, retirement security and financial protection for their love-ones.
Emily LongSales & Marketing Assistant
Emily is the newest addition to our firm. She grew up in northeast Missouri and graduated from Culver-Stockton College with a Bachelors of Business Administration with an emphasis in organizational management. She recently moved to Michigan after her husband was promoted to a new position in Michigan. She has 3 dogs (Zoey, Pepper, and Stark) and loves photography, decorating and design.