Broker Check
JL Smith is Proud to Announce Bryan Bibbo Named to President & CFO

JL Smith is Proud to Announce Bryan Bibbo Named to President & CFO

April 04, 2024

AVON, Ohio – April, 2024 — We are proud to announce our partner and top-producing advisor, Bryan Bibbo, AIF®, NSSA®, BPC, has been named to President and CFO of JL Smith Holistic Wealth Management. Bryan has been a pivotal figure at JL Smith since 2009, starting as an intern who successfully worked his way to becoming the lead advisor and now President and CFO.

As a top advisor and fiduciary retirement planning professional, Bryan offers his expertise in holistic wealth management to business owners, retirees, and families in Northeast Ohio. His success is marked by his impressive career development at JL Smith, as well as awards such as Crain’s 2021 Notable Wealth Managers, and more recently making the prestigious 2024 InvestmentNews Top Advisors List — a comprehensive roundup that highlights the best in the industry.

In his new role, Bryan will continue to build on the firm's legacy of helping clients achieve financial security and peace of mind. "I am honored to step into the role of President and CFO at JL Smith," said Bryan Bibbo. "Our mission to provide holistic solutions that adapt to life’s changes has never been more relevant. I look forward to helping lead our talented team as we continue to serve our clients with integrity, innovation, and personalized solutions."

Bryan holds the Life and Health Insurance, Series 65 licenses, and the Annual Filing Season Program (AFSP) designation with the IRS. His professional designations include National Social Security Advisor (NSSA®), Accredited Investment Fiduciary (AIF®), and being Bucket Plan Certified®. Beyond his professional accomplishments, Bryan is a devoted family man and an avid collector of vintage monies and artifacts.

The founder and CEO of JL Smith, Jason L Smith, CEP, BPC, feels this achievement of his longtime friend, protégé, and trusted partner to President and CFO is well deserved.

"Bryan's dedication to our clients and comprehensive approach to retirement planning has been integral to our success. His contributions as a lead advisor have helped drive the firm forward, without relying on me or my production. His many steps up in his career path, especially this one, reflect his commitment to excellence and our confidence in his ability to help lead JL Smith into a prosperous future."

Please join us in congratulating Bryan on his well-deserved accomplishment.