Annie B. Smith began her financial services career as a financial planner after graduating with a BS/BA degree in Financial Planning and a Masters degree in Financianl Planning, both with honors, from Myers University. In 2009, she founded POS Financial, LLC.
Prior to starting a career in the financial services industry, she was a registered nurse where she saw first hand how a long term illness could cause financial devastation for individuals and/or their family's future.
She works to help change the lives of pre-retirees and retirees through education and the introduction of various resources and retirement strategies available to them. In addition to retirement planning, her practice includes estate planning, insurance protection analysis, investments, tax management strategies, and business strategies (employee benefits and continuation planning). Whether focusing on one financial goal, or helping provide the roadmap to comprehensive, integrated financial planning, "I'm committed to helping individuals and small business plan, build, and maintain their financial futures".
Annie has been recognized as a two-time Rising Leader Qualifier, New Associate of the Year and has earned the advanced industry designation of CASL (Chartered Advisor for Senior Living). She holds the FINRA Series 7 (General Securities Representative), Series 65 (Uniform Investment Advisor), Series 63 (Uniform Securities Agent) registrations and life, health, and annuities licenses.
Annie maintains certification as a participant in the State of Ohio's Minority Business Enterprise (MBE) program.
She volunteers her time with numerous organizations and is a past Board Member of E-City (Entrepreneurship: Connecting, Inspiring and Teaching Youth) which is a non-profit that delivers a program teaching students entrepreneurial, business and life skills to enable economic independence.
She is a member of the Women in Financial Services (WIFS), the National African -American Insurance Association, and the American Association for Long-Term Care Insurance.