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Meet Jodie Smith, the MEMBERS Financial Services Professional located at Collegedale Credit Union
Jodie Smith
jodie.smith@southeastfinancial.org 
(615) 371-3737 
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? I am here to learn more about your goals and work with you to make thoughtful and informed decisions about your financial future!
Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow or evaluate and build upon any existing financial plans. The result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way. Periodically we'll review your situation and adjust as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
As a Financial Advisor located at Collegedale Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation
Affiliations
2015 - Current - CUNA Brokerage Services, Inc., Woman of Distinction
2021 – Current – CUNA Brokerage Services, Inc., Senior Advisory Leadership Team
Personal
I have been in the financial industry for over 22 years. I am married to my very supportive husband, Andrew Smith. We are so blessed to have two children, Maekayla and Corban. We enjoy doing many outdoor activities and spending time together with family and friends. I was born and raised in Alaska and am now looking forward to serving the members of our community here in Tennessee and surrounding states!
The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Check the background of this investment professional on FINRA's BrokerCheck
MEMBERS Financial Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-4630612.1-0322-0424
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