Tiana Smith-Cluff

About

Tiana Smith, CPFA®
Financial Advisor | Merrill Lynch Wealth Management

Tiana has been in the financial services industry since 2017, bringing experience from both Morgan Stanley and Merrill. She graduated from Virginia Commonwealth University with a Bachelor of Science in Computer Science and is fluent in Spanish. She holds Series 7 and Series 66 FINRA registrations. She holds the Certified Plan Fiduciary Advisor designation.

Tiana works with individuals and families to build a clear picture of where they stand financially and where they want to go. Her analytical background gives her a detail oriented approach to understanding each client’s goals, comfort level, and life circumstances before putting together a plan that fits.

Her areas of focus include financial planning, retirement planning, insurance, annuities, and alternative investments. She is also licensed in life and health insurance. Tiana provides clients with access to Merrill investing capabilities and Bank of America banking, credit, and lending solutions to address their overall financial picture.

Outside of work, Tiana serves as President of the Central Virginia Board of Governors for Virginia Opera