Meet the Team

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Austin M. Smith, EA

Associate Wealth Management Advisor

asmith@atlaspwm.com

800-432-7447 ext. 146

 

Austin is an Associate Wealth Management Advisor with Atlas Private Wealth Management. In his current role, he prepares tax returns, constructs financial plans, and assists clients in navigating their unique financial landscapes.

Prior to joining Atlas, Austin worked in public accounting specializing in tax return preparation, tax planning and financial analysis. Additionally he has previously worked for Ayco, a Goldman Sachs Company. While with Ayco, Austin was part of the 1040 Team in the National Tax Group.

Originally from Delmar, New York, Austin relocated down south to Raleigh, North Carolina in pursuit of his career in public accounting before moving back up north early in 2021. Austin received his bachelor’s degree in accounting from Le Moyne College in Syracuse, New York. While at Le Moyne, Austin was president of the Accounting Society; Upon completion of his bachelor’s, he went to Roger William’s University School of Law to earn his master’s in legal studies with a concentration in Tax Law. Austin is an IRS Enrolled Agent and plans to begin working toward his CERTIFIED FINANCIAL PLANNER™ certification.

Austin lives in Cohoes, New York, where he enjoys watching baseball, studying personal finance, researching potential investments, and spending time with his dog Wilma.

 

CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.