David Smyth Email & Phone Number
Senior Partner - Financial Planning @ Family Financial Partners
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David Smyth Location
- Lexington, KY, US
David Smyth Work
- Senior Partner - Financial Planning @ (August 2005 - Present)
- Registered Representative @ (August 2005 - Present)
- Partner @ IPC Financial, Inc. (February 1998 - August 2005)
- Marketing and Sales Asst. @ (January 1997 - February 1998)
David Smyth Education
- Asbury University
Bachelor of Arts (Communications)
1993-1997 - Shoreline Christian School
David Smyth Skills
- Community Outreach
- Nursing
- Management
- Healthcare
- Estate Planning
- Financial Advisory
- Financial Planners
- Public Speaking
- Retirement Income Strategies
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Health Savings Accounts
- IRAs
- Investments
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Protection
- Wealth Management
- Life Insurance
- Mutual Funds
- IRA's
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Charitable Giving
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Long Term Care
- Disability Insurance
- Financial Analysis
- Long Term Care Insurance
- Succession Planning
- Non Profits
- Small Business
- Personal Finance
- 401k Rollovers
- Insurance Planning
- Term Life Insurance
- Marketing Strategy
- Retirement
- Employee Benefits
- Securities
David Smyth Summary
- David Smyth, based in Lexington, KY, US, is currently a Senior Partner - Financial Planning at Family Financial Partners, Inc.. David Smyth brings experience from previous roles at Ohio National Financial Services, IPC Financial, Inc. and Ashland. David Smyth holds a 1993 - 1997 Bachelor of Arts in Communications @ Asbury University. With a robust skill set that includes Community Outreach, Nursing, Management, Healthcare, Estate Planning and more. David Smyth has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Family Financial Partners Employees
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