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
- Financial Advisor @ (December 2019 - Present)
- Financial Advisor @ Quest Capiital (April 2018 - December 2019)
- Financial Advisor @ (February 2014 - December 2017)
- Financial Advisor @ Financial West Group (May 2009 - December 2013)
- Owner @ Steven L Smith Financial (January 2009 - January 2013)
- Financial Advisor @ (February 2005 - December 2008)
- Financial Consultant @ (August 2002 - January 2005)
- Personal Financial Advisor @ (March 1994 - July 2002)
- General Accounting Manager @ (January 1990 - January 1994)
- Financial Analyst @ (January 1990 - January 1992)
- General Ledger Supervisor @ (January 1989 - January 1990)
- Accountant @ (January 1987 - January 1990)
- Senior Accountant @ (January 1987 - January 1989)
- Accounting Supervisor @ Scot Lad Foods (January 1985 - January 1987)
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 3 mobile phone numbers on RocketReach.
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Top SA Stone Wealth Management Inc. Employees
Nathan Collins
Designated Principal
Birmingham, AL, US
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Financial Advisor
Evansville, IN, US
Katey Burger
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Brookville, IN, US
David Lee
Director of Equity Services
Atlanta, GA, US
Marcus Richardson
Chief Operating Officer
Birmingham, AL, US
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