Registered Representative

Evan Smith
T: 513-794-5063
F: 513-794-1096

Evan’s mission is to work alongside his clients to help achieve and protect their financial goals. He has a passion for helping individuals, families and small business owners simplify the complexities of financial services.

Professional Services
-Retirement Planning & Investments
-Life Insurance
-Disability Income Insurance
-Long Term Care Insurance
-Tax Favored Strategies*
-Estate Organization**
-Business Insurance Planning

-Kent State University
Bachelor of Business Management
-The American College
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
-FINRA Licensing, Series 6
-FINRA Licensing, Series 63

Civic and Charitable Affiliations
-United Way
-Habitat for Humanity
-Tender Mercies

Evan, his wife Caitlin and their son Graham reside in Mason, Ohio.

Evan loves spending time with his family & friends and attempting to stay in shape by playing a variety of sports. He also enjoys being actively involved in United Way, Habitat for Humanity and Tender Mercies.


Registered Representative of The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way Cincinnati, OH 45242 (513) 794-6794.
* Tax and/or legal advice is not offered by Evan Smith. (consult your tax professional for additional guidance regarding tax-related matters.)
** Estate planning services provided in conjunction with your licensed legal advisor.