A former tenured high school math teacher, Jeff Smith believes financial education is as an important of a topic as any when it comes to serving his clients’ vast array of needs. By providing insights and opinions on the ever-changing industry and markets, Jeff believes he is helping provide his clients with added confidence in their investment plans and the knowledge they may need to guide themselves forward.

Primarily working with equity-compensated executives, business owners, and affluent individuals and families, Jeff strives to form deep, personal relationships with his team’s clients and treat them like he would his own family members.

Jeff began his career in the financial services industry in 2007 before joining Merrill Lynch four years later, and he subsequently joined Wells Fargo Advisors in 2022. He is a proud graduate of Canisius High School, the State University of New York - Geneseo, and St. John Fisher College. In more recent years, Jeff is honored to have received multiple industry accolades from Forbes. Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors ranks #132 in the 2026 list of Forbes’ Best-in-State Wealth Management Teams.* He was named to their 2019 list of America’s Top Next-Gen Wealth Advisors, and the 2018 list of America’s Next-Gen Advisors.*

Within his community, Jeff formerly served as a member of the Alumni Board of Directors at St. John Fisher College, and he also served on the finance committee of the Young Women’s College Preparatory Foundation. And as a proponent of continued education, Jeff has also earned the CERTIFIED FINANCIAL PLANNER® certification, awarded by the Certified Financial Planner Board of Standards, Inc.**

Jeff is married and the father of two boys. Whenever he gets the chance, he loves skiing and playing golf.






*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of Marketing Materials. View award disclosures. 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). Fee paid for use of marketing materials. View award disclosures. 2018 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18. Fee paid for use of marketing materials. View award disclosures.

**Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

CA Insurance License Number: 4325208. Resident State: NY. 

By building and maintaining strong relationships with clients and providing them with the personalized service they expect and deserve, Elise Syberg plays a significant role on our team. After beginning her career at Merrill Lynch in 2016, Elise joined Jeffrey Smith and the rest of the team at Wells Fargo Advisors in 2022. In her role, she focuses on the team’s operations and is the primary administrative point of contact for clients.

Elise strives to deliver clear, concise, and timely communication to each client the team works with, and she helps address clients’ requests with a high level of attention to detail. Prior to beginning her career, Elise earned a bachelor’s degree in finance from the University at Buffalo. She is also FINRA Series 7 and 66 registered. Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors ranks #132 in the 2026 list of Forbes’ Best-in-State Wealth Management Teams.*

A proud fan of the Buffalo Bills, Elise lives in Buffalo, NY with her husband, Alex, and their daughter, Melissa. She enjoys baking and sharing sweet treats with her family. Together, they love to travel, explore the outdoors, and attend country music concerts.



*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of Marketing Materials. View award disclosures.