Kathryn A. Smith,
CFP®, CPA, PFS

Financial Planner

Kathryn A. Smith

Kathryn brings to Colonial Trust experience in both public accounting and financial planning. In public accounting, Kathryn’s time was focused on the areas of high net worth individual, estate, trust, and gift tax compliance, as well as planning. She has also worked as a financial strategist with a wealth management group, guiding clients through retirement preparedness and planning. She earned a Masters of Accountancy and Certificate of Financial Planning from Appalachian State University and graduated with a Bachelor of Science in Business Administration from Lees-McRae College. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), she is also a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).

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