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As Retirement Plan Specialist, Tricia Smith drives the company’s service initiative for 401(k) clients, record keepers and third-party administrators. She brings more than twenty years of financial services and retirement plan experience to Muncaster Financial Group’s team. Tricia graduated from Davidson College with a Bachelor of Arts degree in Economics, and holds the Accredited Investment Fiduciary® (AIF®) designation.
Prior to joining Muncaster Financial, she worked with 401(k) plans across an extensive and varied book of business. Born in Asheville, NC and raised in Greenville, SC, Tricia is a true Carolinas girl who enjoys reading, hiking and spending time with friends and family. She is also a former competitive swimmer and Division I coach, and continues to be a dedicated gym enthusiast. |
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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of FL, GA, IL, NC, SC and TN. Each company is independently responsible for the products and services they provide. Cambridge and Muncaster Financial are separate entities.
A Broker/Dealer, Registered Investment Advisor, Broker/Dealer Agent, or Investment Advisor Representative may transact business in a state only if first registering appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Broker/Dealer Agent, or Investment Advisor Representative, a customer should contact his or her state securities law administrator.
Copyright © 2005-2021 Muncaster Financial Group, Inc.
9 Whitsett Street | Greenville, SC 29601
A Broker/Dealer, Registered Investment Advisor, Broker/Dealer Agent, or Investment Advisor Representative may transact business in a state only if first registering appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Broker/Dealer Agent, or Investment Advisor Representative, a customer should contact his or her state securities law administrator.
Copyright © 2005-2021 Muncaster Financial Group, Inc.
9 Whitsett Street | Greenville, SC 29601