Brian Smith Email & Phone Number
Director of Financial Planning @ Balefire Wealth
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Brian Smith Location
- Bettendorf, IA, US
Brian Smith Work
- 2024 -now Director of Financial Planning @
- 2015 -now Private Wealth Manager @
- 2022 -now Partner and SVP Private Wealth Consultant @
- 2002 -2015 Wealth Management,CRPC @
- 2000 -2002 Investment Representative @ Metrobank
- 1992 -2000 Representative @
Brian Smith Education
- Western Illinois University
MBA (Finance)
1998-2002 - Illinois State University
Bachelors of Science (Finance)
1989-1991
Brian Smith Skills
- Financial Advisory
- Financial Planning
- Estate Planning
- Family Office
- Succession Planning
- Tax Management
- Risk Management
- Wealth Management
- Retirement Planning
- Investments
- Customer Service
- Insurance
- Financial Services
- Banking
- Financial Analysis
- Series 7
- Mutual Funds
- Management
- Microsoft Excel
- Finance
Brian Smith Summary
- Brian Smith, based in Bettendorf, IA, US, is currently a Director of Financial Planning at Balefire Wealth. Brian Smith brings experience from previous roles at Balefire Wealth, Deere Employees Credit Union and Metrobank. Brian Smith holds a 1998 - 2002 MBA in Finance @ Western Illinois University. With a robust skill set that includes Financial Advisory, Financial Planning, Estate Planning, Family Office, Succession Planning and more. Brian Smith has 3 emails and 5 mobile phone numbers on RocketReach.
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