Steve Smith Email & Phone Number

Founder and Managing Partner @ Advisor Transition Partners LLC

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Steve Smith Location

Dallas, TX, US

Steve Smith Work

2026 - now Founder and Managing Partner @ Advisor Transition Partners LLC
2024 - 2026 Regional Business Development Manager @ Avantax
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2023 - 2024 Regional Vice President @ Protective Life
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2021 - 2023 Regional Director - Business Development @ Avantax
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2019 - 2021 Regional Vice President @ Securian Financial
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2018 - 2019 Regional Consultant @ Delaware Life Insurance Company
2015 - 2017 Regional Vice President @ Nationwide Financial
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2011 - 2015 Regional Internal Consultant @ Nationwide Financial

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Steve Smith Education

Ohio University

Steve Smith Summary

Steve Smith, based in Dallas, TX, US, is currently a Founder and Managing Partner at Advisor Transition Partners LLC. Steve Smith brings experience from previous roles at Avantax, Protective Life, Avantax® and Securian Financial. Steve Smith holds a Ohio University. Steve Smith has 1 mobile phone numbers on RocketReach.

Steve Smith Phone Numbers

Found 4 phone numbers

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Steve Smith

Founder and Managing Partner at Advisor Transition Partners LLC

Dallas, TX, US
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- +1 248-402-XXXX
- +1 817-403-XXXX
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- +1 972-870-XXXX

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