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Meet Joffrey A. Smith

Meet Joffrey A. Smith

MBA, CFP®, CLU®, ChFC®, LUTCF®, PPC™

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER®

Joff is an independent CERTIFIED FINANCIAL PLANNER® professional with over 22 years of working with individuals and businesses.

Industry Registrations, Licenses & Designations

  • Holds a Series 65 examination as an investment adviser representative with The Patriot Financial Group, LLC, dba Joffrey Smith Financial Group, a registered investment adviser.
  • Life, Accident & Health insurance licenses
  • Obtained CFP® (CERTIFIED FINANCIAL PLANNER®) designation on 8/28/2015
  • CLU® (Chartered Life Underwriter) designation on 8/1/2016
  • ChFC® (Chartered Financial Consultant) designation on 12/1/16
  • LUTCF® (Life Underwriting Training Council Fellow) designation on 7/1/2005
  • PPC™ (Professional Plan Consultant) designation on 7/24/14
  • Investment Advisor Representative, Joffrey Smith Financial Group
  • Obtained Voluntary Insurance Worksite Certification issued by NABIP - The National Association of Benefits and Insurance Professionals provides education to instruct brokers and agents on the rules and regulations on worksite education. Certificate earned on 5/9/2024.
Meet Joffrey A. Smith

Education

  • Master of Business Administration (MBA) from Cornell University
  • Degree with Distinction earned for being in the top 10% of class
  • Master of Business Administration (MBA) from Queen's University
  • Certificate in FinTech from Cornell University
  • Bachelor of Science in Business Administration from the University of Hartford
  • Magna Cum Laude graduate with a Major in Economics and Finance and a Minor in Sociology.
  • Beta Gamma Sigma member, which is an honor society for the best students in accredited business programs
  • Recipient of the Senior Book Award, given to the top senior in the Business School.
Meet Joffrey A. Smith

Community & Charity Involvment

  • Joff was the youngest person to ever get elected to the Worcester City Council at age 24
  • Served 3 two-year terms representing District 1 from Jan. 2006 - Jan. 2012
  • Appointed by the Governor to the Board of Trustees of the State Library of Massachusetts
  • Past President of the Estate & Business Planning Council of Worcester County
  • Elected as a Corporator of the Worcester Art Museum
  • Co-Chair of the Worcester Art Museum Business Partner Committee
  • Board member of the Downtown Worcester Business Improvement District (BID)
  • Board member of The Worcester Economic Club
  • Board member of The Worcester Club
  • Organized Joff Smith's Celebrity Auction charity event, which raised over $50,000 for Worcester area charities
  • Boxed in the Give Kids a Fighting Chance charity boxing events to benefit the Worcester Boys and Girls Club
  • Helped organize and host Karaoke for a Cure charity event to benefit cancer research
  • Board member of the Masonic Angel Fund charity, which provides financial assistance to children in need at local schools
  • Steering Committee member of the Worcester Tree Initiative
  • Danced in Salsa with Worcester Stars charity event to benefit Centro Las Americas
  • Board member of the Hourglass Foundation
  • Served on the Board of Worcester Comprehensive Education & Care, Inc.
  • Volunteered to help coach Little League baseball teams
  • Volunteered to help with Special Olympics

Honors and Achievements

  • MDRT - Million Dollar Round Table - Qualifying Member since 2019
  • MDRT - Court of the Table - 2021
  • MDRT - Top of the Table - 2022, 2023, 2024, 2025
  • Played Division 1 baseball at the University of Hartford.

MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of life insurance and financial services professionals Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

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