Jaycee Smalley, CFP®
“My goal is to do everything I can to give precious time back to our clients, so they can spend it doing what’s most important to them.”
As a Financial Planner, Jaycee works closely with New Capital clients in the comprehensive financial planning process. Her work includes data gathering and analysis, developing, implementing, and monitoring financial plans. Jaycee continues her work in account administration and client services and maintains New Capital’s information systems and compliance administration.
Jaycee began at New Capital in March 2015 as an intern and following her December 2016 graduation from the University of Houston’s accounting program with a BBA, she was promoted to Administrative Advisor where she worked with New Capital clients taking care of their service needs and account administration. In July of 2019, Jaycee successfully completed the CFP® examination and earned the title of CERTIFIED FINANCIAL PLANNER™. Following her certification, she has been promoted to her current role as Financial Planner.
Jaycee was raised in McKinney, Texas and moved to Houston in 2013 to attend the University of Houston where she was an active member of Delta Zeta Sorority and was elected as chapter Treasurer.
Jaycee is a sports fanatic who loves attending Rockets and Astros games. She enjoys spending time with her family at their home in The Woodlands and on their boat on Lake Conroe. In her free time Jaycee enjoys traveling to new destinations, taking adventures with her rescue dog, Cleo, and exploring Houston’s endless restaurant scene and culture with friends.