Sydney Smith, CFP®

Financial Planning Specialist

Sydney Smith serves as a Financial Planning Specialist for Calamos Wealth Management. In this role, she works directly with clients to identify their short and long-term goals, creating customized financial plans that implement advanced wealth strategies to help achieve their objectives and provide financial security for the future.

Sydney joined Calamos Wealth Management in 2023 and has 6 years of experience within the financial services industry. Previously, Sydney has held financial advisor roles focused on financial planning at Mowery & Schoenfeld Wealth Management, Mutual of Omaha, and Equitable Advisors.

Sydney has her CFP^® certification and earned her Bachelor of Business Administration with a concentration in Finance & Accounting from University of Vermont where she was also a member of the Varsity Women’s Basketball Team.