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Leanne S
Series 66
Spokane, WA
Private Client Services, LLC
Leanne Smith is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and over 20 years of industry experience. She previously worked with Columbia Advisory Partners LLC and Ascend Financials LLC. Outside of her advisory role, she provides consulting and education to small business owners focused on optimizing cash flow and profit. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process emphasizing risk profiling and tailored platform selection, offering a mix of advisory and brokerage services through multiple platforms.
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