About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors is ready and equipped to help you make decisions for your future.
Michael J. Perrone AWMA™, AIF®, Laurelle P. Byrne-Cody CFP®, Jeffrey J. Smith CFP®

Who we are

At Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors, we provide customized investment planning to help meet the complex needs of successful individuals, families and business owners by integrating:

  • Asset management
  • Trust and estate strategies
  • Philanthropic endeavors
  • Small-business ownership strategies
  • Entrepreneurial opportunities

Our approach is founded on collaboration — we incorporate our knowledge with the expertise of specialists within our firm and your other trusted professional relationships, such as your CPA and attorney, to provide comprehensive analysis and coordinated execution of your investment plan.
New York

How we can help you

Our advice and services are designed to help meet your individual needs. Wherever you stand in your wealth management journey, we have the flexibility to support you. We can help you:
  • Build a new goals-based investment plan
  • Refresh your existing investment plan after a significant life event
  • Provide a second opinion
  • Develop strategies for an upcoming liquidity event for your business
Across all client relationships, we want to instill optimism and positivity into the process of planning for your future — because, at its heart, investment planning is all about seeking to make your dreams possible.

Sharing our knowledge for a true team approach

Our team members have navigated more than a decade of diverse market environments with clients located across the United States. We offer complementary skills and individual perspectives, blending a disciplined, time-tested approach with modern techniques and strategies to pursue your goals.

Promoting a wholistic view of your financial life

As we develop and maintain your plan, we consider both sides of your balance sheet — both your assets and your liabilities. Through our access to the resources of Wells Fargo Bank, we can provide lending and mortgage services for complex situations and help incorporate them seamlessly into your plan.

Collaborating to prepare for your legacy

Working in collaboration with a Wells Fargo trust and estate specialist, our team will provide advice regarding estate planning, multigenerational wealth and succession opportunities. We will also develop an action plan for you to share with your attorney, accountant, business manager and other trusted professionals, so you can have confidence that their recommendations align with your financial strategies.

Let’s start with a plan

Our team is ready to use our knowledge, resources and collaborative approach to develop solutions for your complex financial needs, while delivering an unparalleled level of service every step of the way. Contact us to learn how we can start planning for the future you envision.
Jeffrey J. Smith

Jeffrey J. Smith

  • CFP
  • Managing Director - Investments
  • Branch Manager
Michael J. Perrone

Michael J. Perrone

  • AWMA
  • AIF
  • Managing Director - Investments
Laurelle P. Byrne-Cody

Laurelle P. Byrne-Cody

  • CFP
  • Vice President - Investments
Elise Syberg

Elise Syberg

    • Senior Registered Client Associate

    What an honor

    Jeffrey J. Smith, Managing Director – Investments is proud to have been recognized by Forbes on their 2018 and 2019 lists of America’s Top Next-Gen Wealth Advisors. From his perspective, Jeff receives these accolades on behalf of his amazing team and the wonderful clients he’s honored to serve.
    Jeffrey Smith Among America’s Top Next-Gen Wealth Advisors

    Jeffrey Smith Among America’s Top Next-Gen Wealth Advisors

    2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

    2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.




    Michael J. Perrone, Managing Director – Investments     is proud to have been recognized by AdvisorHub on their 2025 list of the AdvisorHub Advisors to Watch Under $1B. Michael ranked #47 of the 1,000 advisors AdvisorHub considered for “sophisticated practices, great growth and a commitment to professionalism.”

    Michael Perrone Among AdvisorHub Advisors to Watch Under $1B

    Michael is also proud to have been recognized by Forbes on their 2022 list of the Top Next-Gen Wealth Advisors Best-In-State. From his perspective, Michael receives these accolades on behalf of his amazing team and the wonderful clients he’s honored to serve.

    Named Among Top Next-Gen Wealth Advisors Best-In-State

    The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The Advisors to Watch (Under $1B) ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1,000 wealth managers were considered for the rating; 250 (25% of candidates) were named 2025 AdvisorHub Advisors to Watch Under $1B.

    2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

    Our Location

    We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.