Veronica Roshek, AIF, RICP, Wealth Advisor

Veronica Smith, CFP®, AIF®

Wealth Advisor

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Veronica has over 7 years of experience working in the financial services industry along with a lifetime of experience growing up as the daughter of a financial advisor. Prior to entering financial services, she began her professional career as a teacher and coach. Rooted in a passion for education, as a CERTIFIED FINANCIAL PLANNER™ Veronica thrives on empowering business owners and individuals with tools to gain clarity and build direction for their financial picture. Finances don’t have to be intimidating, and by guiding a strategic relationship with individualized planning, Veronica helps simplify the complexities.

Veronica is also an Accredited Investment Fiduciary (AIF) and brings experience working with businesses designing retirement plans to fit their unique needs and goals. No matter the size, industry, or stage of the business, she helps find the right strategies, including financial planning, methods to recruit, retain, and reward top talent, employee financial wellness education, and succession planning.

Education & Certifications

  • B.A. English and Secondary Education, Simpson College, Indianola, IA, 2012
  • Licensed to sell Life, Accident, Health, and Variable Insurance, 2017
  • Series 66 Exam, Registration held through LPL Financial, 2018
  • Series 7 Exam, Registration held through LPL Financial and IHT Wealth Management, 2018
  • Accredited Investment Fiduciary (AIF®), 2022

Professional & Civic Organizations

  • Florida West Coast Employee Benefits Council
  • Junior League of Sarasota
  • Sarasota Chamber of Commerce
  • Lakewood Ranch Business Alliance