Charisse Rivers Smith is the founder and president of Zinnia Wealth Management. Charisse is an Investment Advisor Representative for Zinnia Wealth Advisory. She prides herself on creative tactics and strategies for growth and protection that can be implemented with tools and vehicles to build future wealth preservation.
As a Fiduciary, she provides efficient financial strategies to individuals. She adheres to the Fiduciary Standard in her industry, which means she is always looking out for your best interest above her own.
.Jo Wise is the executive assistant at Zinnia Wealth Management. Jo has over 20 years of experience as operation specialist and management. She spent 15 years as an operations specialist and previously worked as a branch technical liaison and Assistant Supervisor.
Jo will be the first person that greets you at Zinnia Wealth. Jo will keep everyone up to date with continued conversation for all Q&A with the client onboarding process. She spends time getting to know everyone who comes into the office and helps everyone that needs assistance or appointments scheduled. Jo also follows up with clients who have Fidelity, Schwab and TD Ameritrade accounts.
Mary has over 20 years of extensive experience in customer service. Her warm and caring personality is evident in her respect she shows every client.
Mary was born and raised in the Ocala area and is a true Floridian. She is married and has three beautiful children. Her interests include reading mystery books, camping with her family, and having fun at the beach.