Tania L. Smith obtained a bachelor's degree in Business Management with a minor in Finance at Oklahoma State University in Stillwater. She interned with a financial advisory firm while in college and learned this was the career for her. She began her experience with J.P. Morgan Chase Bank, then later with Wachovia Securities, which became Wells Fargo Advisors. She was with Wells Fargo Advisors for over 9 years, and recently joined T.S. Phillips in 2016.
She enjoys helping clients clarify and provide guidance to help reach their financial and investment goals. She supports building and managing investment portfolios according to specific needs of individuals, families and businesses, that balance risk, growth, and income goals. Retirees, as well as those planning retirement, particularly benefit from her planning process. Businesses appreciate the convenience of working with Tania; retirement plan management gives staff members and participants access to T.S. Phillips Investments, Inc. full service brokerage services. Businesses and families are able to receive guidance to find financial solutions for their short and long term objectives.
Tania is active within the Oklahoma City community. She is a Rotary 29 member and graduate of Leadership Oklahoma City's LOYAL VIII class. She is also a graduate of United Way's Board Serve's first class. She has mentored, volunteered, planned events and fundraisers, and served board positions with various organizations, including Boys and Girls Clubs of Oklahoma County, RSVP (Retired & Senior Volunteer Program), Greater Oklahoma City Chamber of Commerce, Urban League of Greater Oklahoma City, former Capitol Chamber, and others. Tania and her husband Dwight have a daughter and three dogs. They value time with their family and friends.