Wealth Management Team
Deborah Hoke Smith, AIF®
Senior Vice President, Director of Wealth Management & Trust Services
A graduate with honors from the University of Michigan at Ann Arbor, Deborah has over 30 years of investment management experience. She has held FINRA Series 7 and Principal Securities licenses and had oversight of over $3 billion in client custody assets. Deborah has also earned the Accredited Investment Fiduciary® professional designation from Fiduciary360® global fiduciary insights.
A long-time volunteer and former board member of Sunny Hills Services, Deborah currently co-chairs the Sunny Hills Services/Bank of Marin Annual Golf Tournament. She has also served as past President & Board Member of the Marin County Estate Planning Council and remains an active member.