Keisha Smith-Jones, President

09/08/2026

Restricted stock. Stock options. An ESPP account you signed up for during onboarding and haven't looked at since.

Equity compensation is one of the most valuable pieces of an executive's pay package, and one of the most misunderstood. Vesting schedules, tax treatment, and concentration risk all interact in ways a standard financial plan doesn't address.

The goal isn't to avoid your company stock. It's to know exactly how much of your future you have riding on it, and to have a plan for what to do as it vests.

If you have equity compensation you've never had reviewed, let's take a look together.

📍 Gahanna, OH | Serving women executives nationwide
📍81 Mill Street, Suite 300, Gahanna, OH 43230
📞 (614) 416-7678
🌐 https://executivesadvisor.com/
🌐https://moneyconcept.ai/ContactKeisha
🌐http://moneyconcepts.com/ksmith

09/04/2026

A new Allianz study found retirement savings is the number one benefit priority for employees, across every demographic.

But having access to a plan and knowing how to use it are two different things. If you're an employer, closing that gap is what turns a benefit on paper into one that actually changes lives.

If you're an employee, you don't have to figure it out alone.

📍81 Mill Street, Suite 300, Gahanna, OH 43230
📞 (614) 416-7678
🌐 https://executivesadvisor.com/
🌐 https://moneyconcept.ai/ContactKeisha
🌐 http://moneyconcepts.com/ksmith

Keisha Smith-Jones discusses a new Allianz study showing that retirement savings ranked as the top priority for employees across every demographic surveyed. Yet many employees don't feel equipped to use their retirement plan well, unsure if they're contributing enough or how to get help. Employers w...

09/02/2026

The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, New York Times columnist Jeff Sommer says, yet Wall Street is doubling down.

09/01/2026

Recognized. Awarded. And still showing up for my clients every single day.

I'm honored to be the 2025 APEX Award recipient, an accolade from Money Concepts recognizing outstanding performance in the financial advisory field.

But what matters more than any award is this: the women I've helped get clear on their finances, take control of their retirement, and build wealth with intention.

That's the work I'm here to do.

If you're ready to work with an advisor who's committed to your success, let's connect.

📍 Gahanna, OH | Serving women executives nationwide
📞 (614) 416-7678
🌐 executivesadvisor.com
📧 [email protected]

Begin Your Financial Planning Journey Now! Empowering your financial journey, one solution at a time. LEARN MORE Begin Your Financial Planning Journey Now! Empowering your financial journey, one solution at

08/26/2026

“Go for it, as long as you don’t do anything.”

08/25/2026

A financial plan that doesn't reflect your life isn't really a plan.

Most people have been handed a portfolio. A product. A set of numbers that don't actually connect to the life they want to live.

My approach is different. I start by understanding you. Your goals. Your passions. Your version of what a well-lived life looks like, both now and in the years leading up to retirement.

From there, we build something that's actually yours. That's what it means to have a Financial COO in your corner.
If you've never had a plan that felt personal, let's change that.

📍 Gahanna, OH | Serving women executives nationwide
📞 (614) 416-7678
🌐 executivesadvisor.com
📧 [email protected]

Begin Your Financial Planning Journey Now! Empowering your financial journey, one solution at a time. LEARN MORE Begin Your Financial Planning Journey Now! Empowering your financial journey, one solution at

08/19/2026

Multigenerational living is rising. Household and retirement savings are taking the hit.

08/18/2026

🌟 One Last Taste of Gahanna! 🌟

As many of you know, this is my final year serving as President of the Gahanna Area Chamber of Commerce and Chair of the Taste of Gahanna. It has truly been an honor to serve our community, and I’d love to celebrate this special event with my family and friends one last time.

🍽️ Your ticket includes:
• Unlimited food tastings from 26 amazing local restaurants
• 1 drink ticket
• Complimentary bottled water

👨‍👩‍👧‍👦 Tickets: $50 per adult | Kids 12 & under are FREE!

💙 I’ll also have a reserved section for family and friends, so come enjoy great food, great music, and even better company.

I hope you’ll join me as we celebrate this incredible community and close out this chapter together. Your support over the years has meant more than you know!
Gahanna Area Chamber of Commerce

🎟️ Get your tickets today: www.gahannachamber.org

08/18/2026

This year, my mission is clear: to positively impact the financial lives of 100 women. It’s halfway through the year and I’m halfway through my goal, 52 women so far!

Not 100 accounts. 100 women with real clarity, real confidence, and a real plan for their financial future. I've created a complimentary financial toolkit designed specifically for women who want to:

• Elevate their financial readiness
• Explore the path to becoming an accredited investor
• Build a clear wealth vision for the year ahead

2026 is the year you take control of your financial future. Will you be one of the 100? Request your free toolkit today. Link below.

📍 Gahanna, OH | Serving women executives nationwide
📞 (614) 416-7678
🌐 executivesadvisor.com
📧 [email protected]

Begin Your Financial Planning Journey Now! Empowering your financial journey, one solution at a time. LEARN MORE Begin Your Financial Planning Journey Now! Empowering your financial journey, one solution at

08/12/2026

The grandparenting role can provide a sense of purpose and improve physical and mental health.