Matthew Smith Location
Austin, TX, US
Matthew Smith Work
- 2023 - now Owner @ AItinerant Ventures
- 2011 - 2023 Branch Manager and Financial Advisor @ UPSTREAM Investment Partners, LLC
- 2006 - 2011 Financial Advisor @ Edward Jones
Matthew Smith Education
- College for Financial Planning
AAMS (Financial Planning)
- Texas State University-San Marcos
BBA
Matthew Smith Skills
- Estate Planning
- Retirement
- Wealth
- Investments
- IRAs
- Securities
- Mutual Funds
- Wealth Management
- Retirement Planning
- FINRA
Matthew Smith Summary
Matthew Smith, based in Austin, TX, US, is currently a Owner at AItinerant Ventures. Matthew Smith brings experience from previous roles at UPSTREAM Investment Partners, LLC and Edward Jones. Matthew Smith holds a AAMS in Financial Planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Retirement, Wealth, Investments, IRAs and more. Matthew Smith has 1 mobile phone numbers on RocketReach.
Looking for a different Matthew Smith?
Find contact details for 700 million professionals.
Others Named Matthew Smith
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
