Colin Smith Email & Phone Number
Partner | Private Wealth Advisor @ OnePoint BFG Wealth Partners
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Colin Smith Location
- Richmond, VA, US
Colin Smith Work
- Partner | Private Wealth Advisor @ (March 2025 - Present)
- Partner and Private Wealth Advisor | Miller Financial Services - Northwestern Mutual @ (January 2022 - March 2025)
- Director of Investment Management | Miller Financial Services @ (March 2013 - December 2021)
- Investment Operations Manager | Northwestern Mutual - Richmond @ (July 2011 - March 2013)
- Associate Director of Network Office Supervision | Northwestern Mutual - Richmond @ (August 2010 - July 2011)
- College Internship @ (May 2008 - May 2010)
Colin Smith Education
- College for Financial Planning
Accredited Portfolio Management Advisor™ (APMA®)
2015-2015 - William & Mary
Economics (Economics/Finance)
- The American College of Financial Services
Chartered Life Underwriter (CLU)
Colin Smith Skills
- Financial Analysis
- Insurance
- Investments
- Retirement Planning
- Wealth Management
Colin Smith Summary
- Colin Smith, based in Richmond, VA, US, is currently a Partner | Private Wealth Advisor at OnePoint BFG Wealth Partners. Colin Smith brings experience from previous roles at Miller Financial Services and Northwestern Mutual. Colin Smith holds a 2015 - 2015 Accredited Portfolio Management Advisor™ (APMA®) @ College for Financial Planning. With a robust skill set that includes Financial Analysis, Insurance, Investments, Retirement Planning, Wealth Management and more. Colin Smith has 1 emails on RocketReach.
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