Emory Smith Email & Phone Number
Executive Director @ Balefire Wealth
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Emory Smith Location
- Phoenix, AZ, US
Emory Smith Work
- 2025 -now Executive Director @
- 2020 -now Owner @
- 2023 -2025 Partner, Insurance @ VisionPoint Advisory Group
- 2014 -2023 Principal @
- 2005 -2014 Senior Vice President @ Walker Financial, LLC
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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