John Smith III is a Director of Bay Ridge Private Wealth with more than 28 years in the Financial Services Industry. John uses his experiences & background to offer professional wealth management including four primary pillars: Investments, Liability Management, Estate Planning Strategies and Risk Management.
John employs a collaborative process with clients, designing & implementing customized portfolio strategies, based on individual client goals. He has further experience in endowment and non-profit management. After receiving his undergraduate degree from the University of Virginia in Economics, John got his start in financial services in 1998 at a brokerage firm in Richmond, VA. He joined Wells Fargo Advisors in 2006. As John’s client profile became more complex, he has found value in working together in collaborative practice, joining the Bay Ridge Private Wealth team in 2022, with his colleagues Jonathan Chasen and Patrick Carroll.
Outside of the office, John is married to Elizabeth, who he met at UVA. They are the parents of two active daughters, Talia & Sofia. Both daughters are continuing the family tradition, seeking degrees at UVA. As a former wrestler for UVA, John enjoys swimming, yoga, hiking and staying active. He and Elizabeth enjoy travel, cooking and finding great restaurants in new places. Today, his biggest outlet for fun is fishing in deep water. With his Viking docked in St. Augustine, FL, you’ll find him there during high season fishing the deep waters of the Atlantic for pelagic gamefish.
