Bio

Ella Smith is a Consultant with Bolton’s Investment Consulting Group. Ella is a passionate and dedicated consultant who enjoys helping clients achieve their organization and individual financial goals through customized investment strategies. Some of her commitments to clients are to be responsive, accessible, forward thinking, and always mindful of cost. She desires to see all her clients succeed, build strong, lasting, trusting, and transparent relationships.

Ella has a background in consulting, relationship management, and business development. Most recently, Ella worked at Lincoln Financial as an Account Executive, where she developed business and complex client relationship plans to ensure long-term client relationships. She has nearly 20 years of experience in the retirement recordkeeping industry. Ella possesses an understanding of market trends and financial instruments and leverages her experience to provide sound guidance and innovative solutions.