Brett Smith Email & Phone Number
Co-Founder, Private Wealth Management Advisor @ Upstate Legacy Planning Group
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Brett Smith Location
- South Carolina, United States
Brett Smith Work
- 2012 -now Co-Founder, Private Wealth Management Advisor @
- 2001 -2016 Field Force Officer @ United States Military Academy
- 2009 -2015 Owner @ Living Word Bookstore
- 2010 -2011 General Manager @ Baja Motorsports, Inc.
- 2003 -2008 President @
- 2003 -2003 CFO and VP of Sales and Marketing @
- 2002 -2003 CFO @
- 2001 -2002 Business Development Project Manager @
- 2000 -2000 Project Manager Intern @
- 1998 -1999 Base Demolition Project Manager @
- 1997 -1998 Executive Officer, HHC, 30th EN BN @
- 1996 -1997 Topographic Officer, 20th EN Brigade @
- 1995 -1996 Platoon Leader, 100th EN Company @
Brett Smith Education
- The University of Chicago - Booth School of Business
MBA (Finance & Strategic Management; Accounting & Entrepreneurship)
1999-2001 - United States Military Academy at West Point
BS (Environmental Engineering)
1990-1994 - Richland Center High School
Diploma
1985-1989
Brett Smith Skills
- Leadership
- Estate Planning
- Development
- Executive Benefit Strategies
- Consulting
- Fixed Annuities
- Retirement Savings
- Mentoring Teams
- Wealth Preservation Planning
- Insurance
- Long Term Business Planning
- Retirement Planning
- Training and Development
- Sales
- Financial Planning
- Wealth Management Services
- Retirement Benefits
- Education Funding
- Investments
- Group Insurance
- Variable Annuities
- Mentoring
- Wealth Preservation
- Retirement Plan Consulting
- Strategic Planning
- Financial Services
- Asset Protection
- Wealth Management
- Life Insurance
- Mutual Funds
- Business Planning
- Distribution Management
- Investment Strategies
- Risk Assessment
- Group Benefit Plans
- Public Companies
- Marketing
- Risk Management
- New Business Development
- Stocks
- Military Experience
- Team Development
- Certified Financial Planner
- Long Term Business Relationships
- Financial Analysis
- Disability Insurance
- Long Term Care Insurance
- Succession Planning
- Money Market Accounts
- Personal Finance
- Term Life Insurance
- Problem Solving
- Marketing Strategy
- Health Insurance
- Services
- Financial Audits
- Employee Benefits
- Investment Management
- PowerPoint
- Public Speaking
- Human Resources
- Finance
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Training
- Customer Service
- Management
- Project Management
- Recruiting
Brett Smith Summary
- Brett Smith, based in South Carolina, United States, is currently a Co-Founder, Private Wealth Management Advisor at Upstate Legacy Planning Group. Brett Smith brings experience from previous roles at United States Military Academy, Living Word Bookstore, Baja Motorsports, Inc. and S&S Cycle, Inc.. Brett Smith holds a 1999 - 2001 MBA in Finance & Strategic Management; Accounting & Entrepreneurship @ The University of Chicago - Booth School of Business. With a robust skill set that includes Leadership, Estate Planning, Development, Executive Benefit Strategies, Consulting and more. Brett Smith has 1 emails and 5 mobile phone numbers on RocketReach.
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Top Upstate Legacy Planning Group Employees
Todd Whitley
Private Wealth Advisor
Greenville, SC, US
Eddie Terrell
Private Wealth Advisor
Greenville, SC, US
Christopher Griffin
Director of Operations and Financial Planning Services
South Carolina, United States
Anna Hickman
Financial Planning and Client Services Associate
South Carolina, United States
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