Gary Smith Email & Phone Number
Senior Financial Advisor @ Keystone Financial Group
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Gary Smith Location
- Louisville, KY, US
Gary Smith Work
- 2026 -now Senior Financial Advisor @
- 2015 -2026 Senior Wealth Manager @
- 2012 -2015 Wealth Management Advisor @ Lamkin Wealth Management
- 2009 -2012 Wealth Management Advisor @
- 2004 -2009 Financial Advisor @ NatCity Investments, Inc
Gary Smith Education
- University of Louisville
Bachelor of Science (BS) (Finance, General)
1991-1995 - St. Xavier High School
(Finance, General)
1987-1990
Gary Smith Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Leadership
- Certified Financial
- Fixed Income
- Retirement Planning
- Portfolio Management
- Investments
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Microsoft Excel
- Certified Financial Planner
- See 7+See Less
- Series 24
- Financial Reporting
- Project Management
- Strategic Financial
- Retirement
- Series 7
- Securities
- Investment Management
Gary Smith Summary
- Gary Smith, based in Louisville, KY, US, is currently a Senior Financial Advisor at Keystone Financial Group. Gary Smith brings experience from previous roles at Horizon Wealth Management, LLC, Lamkin Wealth Management, Fifth Third Securities and NatCity Investments, Inc. Gary Smith holds a 1991 - 1995 Bachelor of Science (BS) in Finance, General @ University of Louisville. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Leadership and more. Gary Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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