Gary Smith Email & Phone Number
Senior Financial Advisor @ Keystone Financial Group
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Gary Smith Location
- Louisville, KY, US
Gary Smith Work
- Senior Financial Advisor @ (February 2026 - Present)
- Senior Wealth Manager @ (July 2015 - February 2026)
- Wealth Management Advisor @ Lamkin Wealth Management (February 2012 - July 2015)
- Wealth Management Advisor @ (December 2009 - February 2012)
- Financial Advisor @ NatCity Investments, Inc (December 2004 - December 2009)
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
- Asset Allocation
- Asset Managment
- Certified Financial Planner
- Equities
- Estate Planning
- Financial Advisory
- Fixed Income
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 24
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
- Leadership
- Certified Financial
- Strategic Planning
- Microsoft Excel
- See 7+See Less
- Financial Reporting
- Project Management
- Strategic Financial
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, Asset Allocation, Asset Managment, Certified Financial Planner, Equities and more. Gary Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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