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Clinton R. Smedley | Senior Financial Advisor

CUSO Financial Services, L.P

ClintonSmedley@CitadelBanking.com
(800) 666-0191 Ext. 3643
Direct: (484) 713-3643
Fax: (610) 466-6432
Assistant: Derrick Arnold

 

 

“While every client is different, my approach remains consistent: uncover the heart of the client’s needs and find the best possible solution. As a CERTIFIED FINANCIAL PLANNER™* professional, I am committed to putting the interests of my client first and providing a professional level of advice which has been tailored to their individual circumstances.

I have spent over 10 years in the financial planning industry, including the last five years with Citadel. I enjoy working with members on a wide array of planning needs ranging from tax-managed investments to retirement distribution plans that are sustainable and tax-efficient. Whatever my client’s challenge, I look forward to helping them achieve 
their goal.”

Clint assists members with a variety of insurance and investment needs including asset management, retirement planning, estate planning, and wealth preservation. He is a graduate of St. Joseph’s University where he earned a Bachelor’s Degree in Finance.

 

Coverage includes the West Chester, Brookhaven, Chadds Ford and Glen Mills offices.

Securities Licensed in the following states: PA, DE, LA, NJ and NY 

Series 7 General Securities Representative
Series 63 Uniform State Law
Series 65 Uniform Investment Advisor Law
Life/Accident and Health Licensed in DE, NJ and PA
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter®

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 
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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

For specific tax advice please consult a qualified tax professional.
 


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