Grady Smith Email & Phone Number
Financial Representative @ Principal Financial Group
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Grady Smith Location
- Chapel Hill, NC, US
Grady Smith Work
- Investment Advisor Representative @ (August 2019 - Present)
- Financial Advisor @ (February 2019 - Present)
- Financial Representative @ (February 2019 - Present)
- Financial Professional @ (June 2016 - February 2019)
- Associate District Manager @ (August 2014 - June 2016)
- Vice President @ Student Pirate Club (September 2010 - May 2014)
Grady Smith Education
- Duke University
Executive Certificate in Financial Planning (Financial Planning and Services)
2019-2020 - East Carolina University
Bachelor of Science (B.S.) (Business Administration)
2010-2014
Grady Smith Skills
- 401(k), 403(b), SEP & SIMPLE IRAs
- 529 Plans
- Assest Allocation Analysis
- Brokerage Accounts
- Buy-sell Agreements
- Charitable Giving
- Deferred Compensation
- Executive Bonus
- IRAS
- Mutual Funds
- Split Dollar Plans
- Wealth Accumulation Strategies
Grady Smith Summary
- Grady Smith, based in Chapel Hill, NC, US, is currently a Financial Representative at Principal Financial Group. Grady Smith brings experience from previous roles at Jones Advisors, Principal Financial Group, Navigon Financial Group and Aramark Uniform Services. Grady Smith holds a 2019 - 2020 Executive Certificate in Financial Planning in Financial Planning and Services @ Duke University. With a robust skill set that includes 401(k), 403(b), SEP & SIMPLE IRAs, 529 Plans, Assest Allocation Analysis, Brokerage Accounts, Buy-sell Agreements and more. Grady Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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