Emory Smith Email & Phone Number
Executive Director @ Balefire Wealth
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Emory Smith Location
- Phoenix, AZ, US
Emory Smith Work
- Executive Director @ (January 2025 - Present)
- Owner @ (February 2020 - Present)
- Partner, Insurance @ VisionPoint Advisory Group (January 2023 - January 2025)
- Principal @ (July 2014 - January 2023)
- Senior Vice President @ Walker Financial, LLC (October 2005 - July 2014)
Emory Smith Education
- Arizona State University, W. P. Carey School of Business
Bachelor of Science (BS) (Management)
2002-2006
Emory Smith Skills
- Financial Services
- Estate Planning
- Life Insurance
- Investments
- Management
- Term Life Insurance
- Disability Insurance
- Fixed Annuities
- Personal Financial Planning
- Trusts
- Indexed Annuities
- Estate Tax Planning
- Retirement Planning
- Irrevocable Life Insurance Trusts
- Revocable Trusts
- Strategic Planning
- Insurance
- Leadership
- Financial Planning
- Teaching
- Hiring Practices
- Microsoft Excel
- Personal Financial
- Irrevocable Life
- Small Business Financial Management
- Project Management
- Small Business
- P&c Insurance
- Customer Service
- Marketing
Emory Smith Summary
- Emory Smith, based in Phoenix, AZ, US, is currently a Executive Director at Balefire Wealth. Emory Smith brings experience from previous roles at Lion Street, VisionPoint Advisory Group, EJS Financial and Walker Financial, LLC. Emory Smith holds a 2002 - 2006 Bachelor of Science (BS) in Management @ Arizona State University, W. P. Carey School of Business. With a robust skill set that includes Financial Services, Estate Planning, Life Insurance, Investments, Management and more. Emory Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Balefire Wealth Employees
John Bullman
Chief Investment Officer
Dallas, TX, US
Chad Slotta
Chief Strategy Officer (CSO)
United States
Jim Mars
Chairman
Dallas, TX, US
Dick Bjorklund
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Saint Paul, MN, US
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Executive Director
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Brian Smith
Director of Financial Planning
Bettendorf, IA, US
Blair Enfield
Chief Growth Officer
Alpharetta, GA, US
Mark Oswald
Chief Compliance Officer
United States
Dan Berve
Director of Financial Wellness
Denver, CO, US
Dustin Haraway
Wealth Advisor
Huntsville, AL, US
Stephanie Elton
Chief of Staff
Charlotte, NC, US
Tom Hannon
Financial Advisor
Saint Paul, MN, US
Jason Hester
Co-Managing Partner
Jackson, MS, US
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