![Mike Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mike Smith
Amministratore Delegato presso
Emerald Advisors LLC
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
| Società | Posizione | Inizio |
|---|---|---|
Emerald Advisors LLC
 Emerald Advisors LLC Investment ManagersFinance Emerald Advisors seeks to ensure assets are aligned to the goals, objectives and purpose of each family. The firm utilizes a top-down approach to reviewing and developing a roadmap that is customized to each and every family. They place a high priority on capital preservation utilizing long-term investment strategies, which include low cost, tax efficient, transparent and buy / hold strategies. If appropriate, Emerald Advisors recommends private equity and closely held real estate opportunities. | Amministratore Delegato | 01/11/2019 |
Formazione di Mike Smith
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
21
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Victory University
 Victory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Regis University
 Regis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Emerald Advisors LLC
Emerald Advisors LLC Investment ManagersFinance Emerald Advisors seeks to ensure assets are aligned to the goals, objectives and purpose of each family. The firm utilizes a top-down approach to reviewing and developing a roadmap that is customized to each and every family. They place a high priority on capital preservation utilizing long-term investment strategies, which include low cost, tax efficient, transparent and buy / hold strategies. If appropriate, Emerald Advisors recommends private equity and closely held real estate opportunities. | Finance |
