Mike Smith

Mike Smith

Amministratore Delegato presso Emerald Advisors LLC

Consumer Services
Finance

Profilo

Mr. Michael G.
Smith is a Managing Director at Emerald Advisors LLC.
He brings a wealth of experience to client relationships that goes well beyond his over 15 years as a financial advisor.
He actually began investing as a teenager before embarking on a 24-year career in the U.S.
Navy.
He began his career as a financial advisor with UBS Financial Services in 2005, before joining Merrill Lynch as Senior Vice President and Wealth Management Advisor.
He holds a BS degree from Crichton College and an MBA from Regis University but says his years in the Navy were where he acquired his most valuable education and skills that have served him well in his second career.
He holds NASD Series 7 Securities and NASD Series 66 Broker Licenses, Health/Life and Insurance Licenses and is a Certified Private Wealth Advisor.

Posizioni attive di Mike Smith

SocietàPosizioneInizio
Amministratore Delegato 01/11/2019
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Formazione di Mike Smith

Victory University Undergraduate Degree
Regis University Masters Business Admin

Esperienze
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Aziende private

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Relazioni

18

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3

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Aziende private1

Finance

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