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Jean Baert

Wealth Advisor

Leelyn Smith

Switzerland, Geneva, Geneva

About Me

Jean is an advisor with Leelyn Smith and draws on her exceptional financial planning and investing skills as a CFP and extensive tax and accounting knowledge as a CPA to deliver comprehensive advice for the firm’s clients. In addition to traditional financial planning for families, she specializes in pensions and profit-sharing plans for small businesses, defined-contribution plans, and wealth transfer.

Profile Information

Wealth Advisor

Leelyn Smith

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Geneva

Geneva

Switzerland

May 15, 2024

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