Marie Smith

Meet Marie

Marie joined Parsons in 2015. Originally from the UK, she holds a BA (Hons.) in Chemistry and a PhD in Chemistry from the University of Oxford. After a successful career in academia and the pharmaceutical industry, she stepped away from the workforce to raise her three children. In 2009, Marie embraced a new professional direction that aligned with her passion for helping individuals improve their financial well‑being. She now holds the CFP™ professional designation and is an Enrolled Agent (EA).

At Parsons, Marie supports the development of My Wealth Plan™ financial plans and assists clients with a wide range of topics, including Social Security, Medicare, taxes, equity compensation, and college planning. Her analytical background and scientific training complement her work in helping clients make informed, confident financial decisions.

Marie enjoys life on the coast with her family and their mini Schnauzer—the familiar weather is a welcome reminder of home. She also loves spending time in the Sierra mountains, taking full advantage of summer activities such as hiking and biking. When she’s closer to home, Marie especially enjoys horseback riding.