Steven Smith Email & Phone Number
Financial Advisor @ SA Stone Wealth Management Inc.
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Steven Smith Location
- Evansville, IN, US
Steven Smith Work
- 2019 -now Financial Advisor @
- 2018 -2019 Financial Advisor @ Quest Capiital
- 2014 -2017 Financial Advisor @
- 2009 -2013 Financial Advisor @ Financial West Group
- 2009 -2013 Owner @ Steven L Smith Financial
- 2005 -2008 Financial Advisor @
- 2002 -2005 Financial Consultant @
- 1994 -2002 Personal Financial Advisor @
- 1990 -1994 General Accounting Manager @
- 1990 -1992 Financial Analyst @
- 1989 -1990 General Ledger Supervisor @
- 1987 -1990 Accountant @
- 1987 -1989 Senior Accountant @
- 1985 -1987 Accounting Supervisor @ Scot Lad Foods
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
- Bonds
- Budget Analysis
- Retirement Income Strategies
- Financial Forecasting
- Insurance
- Commentary
- Retirement Planning
- Profit
- Sales
- Financial Planning
- Controllers
- Reporting And Analysis
- Slides
- High Quality
- Portfolio Management
- Tax
- Annuities
- IRAs
- Customer Satisfaction
- Investments
- Client Services
- Cell
- Home
- Business Services
- Finance
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Operations
- Business Administration
- Strategic Financial Planning
- Macroeconomics
- Educational Seminars
- Terminations
- Risk Management
- Asset Management
- Lake Homes
- Marketing
- Training
- Financial Analysis
- Organizational Structure
- Scripting
- Budgets
- Small Business
- Customer Acquisition
- Management
- Difficult Clients
- Skokie
- Problem Solving
- Science
- General Ledger
- Oak
- Retirement
- American Express
- Chicago
- Presentations
- CRM
- Series 7
- Securities
- Financial Results
- Microeconomics
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
Steven Smith
Financial Advisor
Evansville, IN, US
Deborah Mitchell
Financial Services Consultant
Southfield, MI, US
Terrell Graves
Chief Investment Officer
Birmingham, AL, US
David Lee
Director of Equity Services
Atlanta, GA, US
Vickie Benoist
Financial Advisor
Jackson, MS, US
Lake Lemay
Client Relations Manager
Birmingham, AL, US
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