Kellie Smith

As a Senior Client Service Associate, Kellie is committed to delivering personalized service with every client interaction. Kellie’s thoughtful, analytical, and genuine approach builds a strong and invaluable client experience.  As part of the client service team Kellie works closely with Wealth Management Associates and Wealth Managers in the administrative aspects of achieving successful management strategies and client focused goals. Kellie is detail oriented, organized, and committed to enhancing our clients’ lives by providing worry-free solutions to some of their daily stressors.

Kellie joined the Coldstream team in 2024, bringing over 17 years of financial services experience with a heavy emphasis on administrative and client service roles. Prior to joining Coldstream, Kellie worked as a Client Manager, where she focused on nurturing strong, meaningful relationships with clients, colleagues, and partners.  She took pride in overseeing the day-to-day operations of each individual client.  Kellie’s interest in investment management and aptitude for continuous learning has made her a perfect fit within our Coldstream team. She looks forward to working closely with the clients we serve.

MOST TREASURED THING I OWN

A vintage-Moroccan diamond ring that once belonged to my grandmother. She bought the ring in the 1940’s while my grandfather was stationed in Morocco.

ONE PIECE OF ADVICE

Success isn’t about reaching the end goal in one giant leap – It’s about recognizing the small victories along the way. Don’t let the distance discourage you.

HOBBIES

I love spending time with my family and friends. I enjoy attending concerts, traveling, game nights, late night calls with my college daughter, and cheering on my youngest as she kills it on the Volleyball court! My husband and I are loud supporters!