Dayna Smith is a Partner and Financial Advisor at Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Dayna is passionate about making a difference in her clients’ lives, providing organization, clarity, and customized solutions so her clients can pursue both their short-term and long-term goals.
Renowned for her unparalleled commitment, Dayna goes above and beyond, pouring her heart and soul into safeguarding her clients’ wealth and supporting them every step of the way. Guided by The Humanity Factor, she delves deep into her clients’ values, aspirations, concerns, and needs, paving the way for a solid foundation on which they can build a prosperous future.
Dayna’s illustrious career began with a passion for education, earning a bachelor’s degree from Bowling Green State University in Education with a minor in English. Her journey in the non-profit sector instilled a strong sense of stewardship for all, further fueling her desire to positively impact the lives of others. Prior to her role at Cedar Brook Group, she gained valuable experience while employed at another esteemed financial services firm in the Cleveland area. Complementing her wealth of experience, Dayna holds vital licenses, including FINRA Series 7 and 66, as well as an Ohio life, health, and variable annuities license.
When she’s not making a difference in her clients’ lives, you can find Dayna spending time with her husband and young children, who take up much of her time! Dayna belongs to Holy Angels Parish and enjoys working out, baking and spending time with family and friends. To learn more about Dayna, connect with her on LinkedIn.