David Smith's Location
Asheville, NC, US
David Smith's Work
- Professor, Financial Planning @ Western Carolina University
- Medicare Insurance Specialist @ Calmedicare.info
- Travel Agency Owner and Ocean Adventure Planner @ Smith Ocean Adventure Travel
- President @ Oahu Adventures Foundation, Inc.
- Regional Vice President @ American General Life Companies is now part of the AIG Family!
- External Life Wholesaler and Regional Vice President @ Prudential Financial
- Regional Director and External Life Wholesaler @ Lincoln Financial Distributors
- Vice President @ Life Insurance Wholesaling
- National Sales Manager and Design @ Clark/Bardes
- Eagle Scout @ Troop 117 Crater Lake Council
David Smith's Education
- Harvard University
Bachelor of Arts (Economics)
1976 - 1979 - The American College
CLU, ChFC, CASL, CFP certifications (Financial Planning and Services)
1983 - 2009 - The American College
Master of Science in Financial Services - MSFS (Financial Planning and Services)
- The American College
Master of Science in Management - MSM (Business Administration and Management)
- Northcentral University
Doctor of Philosophy (Ph.D.) (Business Administration and Management, General)
2011 - 2016
David Smith's Skills
- Estate Planning
- Financial Advisory
- Series 63
- Securities
- Financial Planners
- Series 7
- Fixed Annuities
- Series 6
- Wealth
- Retirement Planning
David Smith's Summary
David Smith, based in Asheville, NC, US, is currently a Professor, Financial Planning at Western Carolina University, bringing experience from previous roles at Calmedicare.info, Smith Ocean Adventure Travel, Oahu Adventures Foundation, Inc. and AIG Insured Solutions Group - American General - Advisor Insurance Solutions Cen. David Smith holds a 1976 - 1979 Bachelor of Arts in Economics @ Harvard University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Securities, Financial Planners and more, David Smith contributes valuable insights to the industry. David Smith has 6 emails on RocketReach.
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