Preparation Worksheets to Help us Help You
Here you will find some preparation tools we think you will find useful when preparing for our first meeting. These will help you determine what areas to focus on during discussion, and they will also help us understand your financial situation.
Sabrina has over 15 years of experience in supporting and servicing our elite investment clients. She has also been instrumental in the cultivation and growth of our investment practice since joining our firm. Sabrina provides an extremely high level of service for our clients in investment operations, client onboarding and maintaining client relationships.Before joining Managed Wealth Strategies, LLC in 2019, Sabrina worked for Strategies For Wealth, LLC, our affiliate agency/ financial planning firm for eight years in the Investment Compliance Department, and Clark Dodge Asset Management, LLC as a Registered Representative’s assistant.
A native of Westchester NY, Sabrina currently resides in Newtown, CT. In her spare time, she enjoys going on hikes with her dog, Chip, and exploring unique dining.
Allison plays an essential role in providing our clients with prestigious care and servicing for Life, Disability and Health Insurance. Additionally, Allison works to seamlessly coordinate the underwriting process for insurance policies and provides knowledgeable service to all of our insurance clients.Before joining Managed Wealth Strategies, LLC in 2020, Allison earned her Bachelor of Arts from College of the Holy Cross in 2020 where she was a record-setting member of the indoor and outdoor Track and Field team. She then went on to earn her Master of Business Administration from Assumption University in 2021.
In her free time, Allison can be found spending time with her husband, Tommy, and miniature dachshund, Petunia. She enjoys traveling, sports, and visiting with her family.
About: William (Bill) joined Managed Wealth Strategies in 2014 and his duties include billing, book-keeping, running reports, and tax planning preparation. Bill was an engineering plant manager for New York and New England Telephone (which became NYNEX). He also consulted in Indonesia on their fiber-optic telecommunications system before retiring from full-time work in 1994.
He says that his strengths are that he is very detail-oriented and he likes to work with numbers. The parts of his job that he most enjoys are organizing the company numbers and interacting with the team.
Bill lives in Litchfield, New Hampshire with his wife of 40 years, Jeanette, and in his spare time he enjoys fishing, bowling and dancing.
Education: Attended Saint Francis College in Brooklyn, New York.
Elizabeth joined Managed Wealth Strategies, LLC in 2008 and handles insurance customer service needs including applications, billing issues, loans and policy changes. Prior to coming to MWS, she worked as a physician recruiter at Fallon Clinic.
Elizabeth says that interacting with clients to help them resolve their problems is the best part of her job and that her determination in finding solutions is her biggest strength.
Elizabeth is a 1986 graduate of College of the Holy Cross where she earned her Bachelor of Arts. She lives in Shrewsbury, MA, with her husband Mark, their 4 kids, and 5 pets. In her spare time, she enjoys spending time with family, gardening, and going to the beach.
Mark W. Smiley
President, Wealth Management Advisor
Direct Line: 508-499-2170
Check the background of this investment professional on FINRA’s BrokerCheck.
Mark founded Managed Wealth Strategies, LLC in 2006 and has been advising clients since 1988. He has built Managed Wealth Strategies into a thriving firm specializing in individual, group, and corporate planning for professionals and high-net-worth individuals as well as assisting families in reaching their financial goals. Mark identifies his ability to better his clients’ fiscal lives while lessening financial worries as his biggest strength and says that engaging with clients to protect and build financial well-being is the best part of his job.
Mark is a 1987 graduate of College of the Holy Cross where he earned his Bachelor of Arts. He went on to complete graduate coursework in marketing and accounting at the Harvard University Extension Program. Mark holds the following Insurance Broker Licenses: Series 65, Series 7, Series 6, Series 63.
Mark’s primary priorities are his faith and family. He lives in Shrewsbury, MA with his wife Beth and 4 children – Andrew, Allison, Grace, and Kathleen. In his spare time, he enjoys boating, traveling and most of all, spending time with his family.
Service Work, Committees, and Awards:
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA insurance license #0H43192.
