Michael Smith Email & Phone Number
Senior Wealth Advisor @ Mariner Wealth Advisors
5 free lookup(s).
Michael Smith Location
- Chicago, IL, US
Michael Smith Work
- 2023 -now Senior Wealth Advisor @
- 2018 -2023 Senior Wealth Manager @
- 2016 -2018 Senior Financial Planner @ D3 Financial Counselors (Purchased by Savant in October 2018)
- 2013 -2016 Wealth Management Advisor @
- 2004 -2013 Senior Investment Counselor, CFP® @
- 2003 -2004 Investment Counselor @
- 2001 -2002 Client Relationship Manager @
Michael Smith Education
- College for Financial Planning
Master of Science (Personal Financial Planning)
- University of Illinois at Chicago
Bachelor of Science (Marketing)
Michael Smith Skills
- Retirement Planning
- Comprehensive Planning
- Portfolio Management
- Microsoft Office
- Time Management
- Team Leadership
- Teamwork
- Multitasking
- Presentation Skills
- Communication
- Money Guide Pro
- eMoney
- Morningstar
- Fidelity Wealthscape
Michael Smith Summary
- Michael Smith, based in Chicago, IL, US, is currently a Senior Wealth Advisor at Mariner. Michael Smith brings experience from previous roles at Goldman Sachs, D3 Financial Counselors (Purchased by Savant in October 2018), Fifth Third Private Bank and T. Rowe Price. Michael Smith holds a Master of Science in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Comprehensive Planning, Portfolio Management, Microsoft Office, Time Management and more. Michael Smith has 3 emails and 1 mobile phone numbers on RocketReach.
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