Clarke Smith, CFP®, CEPA in

Clarke Smith, CFP®, CEPA

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Partner and Managing Director at Provista Wealth Advisors
📍 Greenville, South Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
20 Years
Current Role
Partner and Managing Director
Job Level
Mid-senior
Location
Greenville, South Carolina, United States
Personality Overview

How Clarke shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Clarke cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2022
Partner and Managing Director
Provista Wealth Advisors
4-2008 - 5-2022
Financial Advisor
Wells Fargo Advisors
10-2007 - 4-2008
Financial Consultant
Principal Financial Group
2-2006 - 10-2007
Financial Consultant
AXA Advisors, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education

Clarke has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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