Manager, Wealth Operations and Client Services
[email protected] | 704.663.2030
Niki Smith manages the operations team at GreerWalker Wealth. Being the daughter of 30-year veteran police officers, she learned the value of service to others while she was still young.
“I love working with people – truly serving others. That’s what brings me the most joy and satisfaction. I am fortunate to be able to do that both personally and professionally through my work as a guardian ad litem for abused and neglected children and my commitment to finding financial solutions for my clients.”
Niki graduated from Gardner-Webb University with a Bachelor of Science in Business Administration. She subsequently put her accounting and management expertise to work in the retail industry for 13 years. While that environment proved to amplify her desire to serve others, she decided that the financial services industry would have a broader reach. Niki worked as a financial advisor with another investment firm before joining Traverse Wealth in 2008. She prides herself on being professional, genuinely personable, honest, proactive, and efficient.
In the community, Niki advocates for abused and neglected children as a guardian ad litem. She is an active member of Restoring Hope Foursquare Church in Dallas, NC, where she’s currently serving as a council member. You can find her most Sunday mornings standing at the entrance of her church greeting parishioners with a smile and hug.
Niki lives in the Lake Wylie area with her husband, Mike, bonus daughter, Laurel, and fur baby, Jaxen. She enjoys whipping up the latest Pinterest recipe, spending time with her large extended family and being outdoors, whether she is hiking, boating, or just sitting on the front porch.
Niki's email address is email@example.com