Rita Smith Location
Lafayette, IN, US
Rita Smith Work
- 2018 - now Retired @ First Merchants Private Wealth Advisors
- 2016 - 2018 Vice President, Manager Trust Administration @ First Merchants Private Wealth Advisors
- 2013 - 2016 Vice President, Wealth Advisor @ First Merchants Private Wealth Advisors
- 2004 - 2012 Program Director @ North Central Health Services, Inc
- 2000 - 2003 Financial Advisor @ Merrill Lynch
- 1981 - 2000 Vice President of Investments @ Lafayette Bank and Trust Company
Rita Smith Education
- Purdue University
Bachelor of Science (BS) (Organizational Leadership & Supervision (OLS))
2009 - 2012 - American Bankers Association
(Stonier Graduate School of Banking)
1994 - 1996 - College for Financial Planning
Certified Financial Planning Designation
Rita Smith Skills
- Trust and Estate Planning
- Retirement Planning
- Investment Management Services
- Financial Planning and Wealth Management
- Investments
- Personal Finance
- Wealth Management
- Business Development
- Nonprofits
- Investment Management
Rita Smith Summary
Rita Smith, based in Lafayette, IN, US, is currently a Retired at First Merchants Private Wealth Advisors. Rita Smith brings experience from previous roles at First Merchants Private Wealth Advisors, North Central Health Services, Inc and Merrill Lynch. Rita Smith holds a 2009 - 2012 Bachelor of Science (BS) in Organizational Leadership & Supervision (OLS) @ Purdue University. With a robust skill set that includes Trust and Estate Planning, Retirement Planning, Investment Management Services, Financial Planning and Wealth Management, Investments and more. Rita Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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