Michael Smith Email & Phone Number
Senior Wealth Advisor @ Mariner Wealth Advisors
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Michael Smith Location
- Chicago, IL, US
Michael Smith Work
- Senior Wealth Advisor @ (November 2023 - Present)
- Senior Wealth Manager @ (December 2018 - November 2023)
- Senior Financial Planner @ D3 Financial Counselors (Purchased by Savant in October 2018) (February 2016 - October 2018)
- Wealth Management Advisor @ (September 2013 - February 2016)
- Senior Investment Counselor, CFP® @ (November 2004 - May 2013)
- Investment Counselor @ (January 2003 - November 2004)
- Client Relationship Manager @ (May 2001 - December 2002)
Michael Smith Education
- College for Financial Planning
Master of Science (Personal Financial Planning)
- University of Illinois 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 2 mobile phone numbers on RocketReach.
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