Allen Smith's Location
Atlanta, GA, US
Allen Smith's Work
- Director of Advisor Recruiting @ Wealth Enhancement Group
- SVP, Investment Consulting Group Regional Director @ Truist Investment Services, Inc., Truist Wealth
- Senior Vice President @ SunTrust Investment Services, Inc.
- President - Board of Trustees @ Lanier Education Foundation
- Associate Complex Director @ New York Fitness
- First Vice President, Branch Manager @ Morgan Stanley
- Financial Advisor @ Merrill Lynch
Allen Smith's Education
- Kennesaw State University
Bachelor of Science in Communications
Allen Smith's Skills
- Estate Strategies
- Investment Strategies
- Risk Assessment
- Retirement Income Strategies
- Retirement Solutions
- Financial Planning
- Asset Management
- Special Needs Planning
- Investment Management
- Wealth Planning
Allen Smith's Summary
Allen Smith, based in Atlanta, GA, US, is currently a Director of Advisor Recruiting at Wealth Enhancement Group, bringing experience from previous roles at Truist Investment Services, Inc., Truist Wealth, SunTrust Investment Services, Inc., Lanier Education Foundation and UBS Financial Services, Inc.. Allen Smith holds a Bachelor of Science in Communications @ Kennesaw State University. With a robust skill set that includes Estate Strategies, Investment Strategies, Risk Assessment, Retirement Income Strategies, Retirement Solutions and more, Allen Smith contributes valuable insights to the industry. Allen Smith has 3 emails and 1 mobile phone number on RocketReach.
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