Dayton Smith Email
Financial Planner @ Creative Planning
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Dayton Smith Location
- Austin, TX, US
Dayton Smith Work
- Financial Planner @ (January 2025 - Present)
- Paraplanner @ (April 2024 - January 2025)
- Client Services Associate @ (December 2022 - April 2024)
- Concierge Specialist @ (December 2021 - December 2022)
- Licensed Broker @ (October 2021 - November 2021)
- Associate Financial Professional @ (March 2021 - November 2021)
- Financial Equities Analyst Intern: McCoy College of Business - Student Managed Investment Fund @ (May 2020 - August 2020)
Dayton Smith Education
- Texas State University
Bachelor's degree (Finance)
2017-2020
Dayton Smith Skills
- Analytical Skills
- Charitable Trusts
- Collaborative Problem Solving
- Equity Research Analysis
- Equity Trading
- Estate Planning
- FactSet
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Planning and Analysis (FP&A)
- Microsoft Excel
- Quantitative Analytics
- Tax Planning
- Trusts
- Wealth Management Services
- Wills
Dayton Smith Summary
- Dayton Smith, based in Austin, TX, US, is currently a Financial Planner at Creative Planning. Dayton Smith brings experience from previous roles at Creative Planning, Maxwell Locke & Ritter LLP, Kestra Financial and Charles Schwab. Dayton Smith holds a 2017 - 2020 Bachelor's degree in Finance @ Texas State University. With a robust skill set that includes Analytical Skills, Charitable Trusts, Collaborative Problem Solving, Equity Research Analysis, Equity Trading and more. Dayton Smith has 1 emails on RocketReach.
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