Steven Smith Location
Evansville, IN, US
Steven Smith Work
- 2019 - now Financial Advisor @ SA Stone Wealth Management Inc.
- 2018 - 2019 Financial Advisor @ Quest Capiital
- 2014 - 2017 Financial Advisor @ Brooklight Place Securities, Inc.
- 2009 - 2013 Financial Advisor @ Financial West Group
- 2009 - 2013 Owner @ Steven L Smith Financial
- 2005 - 2008 Financial Advisor @ Edward Jones
- 2002 - 2005 Financial Consultant @ Hilliard Lyons - A Baird Company
- 1994 - 2002 Personal Financial Advisor @ American Express Financial Advisors
- 1990 - 1994 General Accounting Manager @ Rand McNally
- 1990 - 1992 Financial Analyst @ Rand McNally
Steven Smith Education
- DePaul University
MBA (Finance and Economics)
1988 - 1990 - Eastern Illinois University
Bachelor Science; CPA (Business - Accounting)
1979 - 1981
Steven Smith Skills
- Estate Planning
- Financial Advisory
- Probing
- Banking
- Consulting
- CPA
- Accounting
- Fixed Annuities
- Product Knowledge
- Saving for Education
Steven Smith Summary
Steven Smith, based in Evansville, IN, US, is currently a Financial Advisor at Sa Stone Wealth Management Inc.. Steven Smith brings experience from previous roles at Quest Capiital, Brooklight Place Securities, Inc., Financial West Group and Steven L Smith Financial. Steven Smith holds a 1988 - 1990 MBA in Finance and Economics @ DePaul University. With a robust skill set that includes Estate Planning, Financial Advisory, Probing, Banking, Consulting and more. Steven Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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Top SA Stone Wealth Management Inc. Employees
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Marcus Richardson
Chief Operating Officer at SA Stone Wealth Management Inc.
Birmingham, AL, US23 -
C. Hand
Financial Advisor at SA Stone Wealth Management Inc.
Birmingham, AL, US21 -
1
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Nathan Collins
Designated Principal at SA Stone Wealth Management Inc.
Birmingham, AL, US23 -
Jimmy Gauld
Financial Advisor at SA Stone Wealth Management Inc.
Birmingham, AL, US45+ -
2
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Katey Burger
Financial Advisor at SA Stone Wealth Management Inc.
Brookville, IN, US24 -
David S.
Financial Advisor at SA Stone Wealth Management Inc.
Danbury, CT, US1 -
12
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11
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Steven Smith
Financial Advisor at SA Stone Wealth Management Inc.
Evansville, IN, US24 -
Lake Lemay
Client Relations Manager at SA Stone Wealth Management Inc.
Birmingham, AL, US1
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