Davis Smith Email & Phone Number
Managing Director @ Wells Fargo Advisors
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Davis Smith Location
- Lancaster, PA, US
Davis Smith Work
- 2025 -now Managing Director @
- 2013 -now Senior Financial Advisor, Senior Vice President @
- 2008 -2013 Vice President Investments @
- 2003 -2008 Investment Advisor @
Davis Smith Education
- Millersville University of Pennsylvania
Bachelors (Economics & Finance)
2001-2004 - Dallastown
- Germantown Academy
- Solanco
Davis Smith Skills
- Retirement Planning
- Investments
- Alternative Investments
- Asset Allocation
- Retirement
- Mutual Funds
- Securities
- 401k
- Risk Management
- Financial Services
- Investment Strategies
- Financial Analysis
- Insurance
- Fixed Income
- IRAs
- Bonds
- Long-term Care
- Municipal Bonds
- ETFs
- 401k Rollovers
- Disability Insurance
- Wealth Accumulation Strategies
- Finance
- Banking
- Long Term Care
- Financial Modeling
- Sales
- Microsoft Office
- Business Development
Davis Smith Summary
- Davis Smith, based in Lancaster, PA, US, is currently a Managing Director at Wells Fargo Advisors. Davis Smith brings experience from previous roles at Wells Fargo Advisors, Janney Montgomery Scott and Morgan Stanley. Davis Smith holds a 2001 - 2004 Bachelors in Economics & Finance @ Millersville University of Pennsylvania. With a robust skill set that includes Retirement Planning, Investments, Alternative Investments, Asset Allocation, Retirement and more. Davis Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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