![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>)
Profil
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.
Aktive Positionen von Mike Smith
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 01.11.2019 |
Ausbildung von Mike Smith
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
21
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
