Jonathan Smith Email & Phone Number
Partner and Lead Financial Planner @ Pathway Financial Advisors, LLC
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Jonathan Smith Location
- Richmond, VT, US
Jonathan Smith Work
- 2018 -now Partner and Lead Financial Planner @
Jonathan Smith Education
- University of Vermont
Bachelor of Science (Nutrition, Business)
1993-1998
Jonathan Smith Skills
- Retirement Planning
- Investments
- Financial Services
- Investment Advisory
- Retirement
- Mutual Funds
- Customer Service
- Financial Planning
- 401k
- Employee Benefits
- Wealth Management
- Asset Allocation
- Investment Strategies
- Asset Management
- Relationship Management
- Sales
- Series 7
- Public Speaking
- Certified Financial Planner
Jonathan Smith Summary
- Jonathan Smith, based in Richmond, VT, US, is currently a Partner and Lead Financial Planner at Pathway Financial Advisors, LLC. Jonathan Smith holds a 1993 - 1998 Bachelor of Science in Nutrition, Business @ University of Vermont. With a robust skill set that includes Retirement Planning, Investments, Financial Services, Investment Advisory, Retirement and more. Jonathan Smith has 4 emails and 4 mobile phone numbers on RocketReach.
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