As Executive Director of Client Engagement, Charlene Smith works across departments to streamline communication, strengthen internal processes, and ensure that advisors and leadership are fully supported in their roles. Passionate about fostering strong partnerships and aligning teams toward common goals, Charlene plays a key role in enhancing the overall client experience. She collaborates closely with the senior leadership, client engagement, and back office teams to drive consistency, clarity, and long-term success.
Charlene lives in Madison, Mississippi, where she enjoys traveling, spending time with family and friends, and serving in her church’s youth ministry.