Brad Smith, Cfp, Ricp
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Brad Smith, Cfp, Ricp Email & Phone Number

Wealth Management Advisor at Park Avenue Capital
Location: New York City Metropolitan Area, United States 3 work roles 1 school
1 work email found @nm.com 4 phones found area 914 and 845 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email b****@nm.com
Direct phone (914) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Park Avenue Capital
Role
Wealth Management Advisor
Location
New York City Metropolitan Area, United States

Who is Brad Smith, Cfp, Ricp? Overview

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Quick answer

Brad Smith, Cfp, Ricp is listed as Wealth Management Advisor at Park Avenue Capital, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at nm.com, phone signal with area code 914, 845, and a matched LinkedIn profile for Brad Smith, Cfp, Ricp.

Brad Smith, Cfp, Ricp previously worked as Wealth Management Advisor at Northwestern Mutual Wealth Mgt Group and Financial Advisor at Northwestern Mutual Financial Network. Brad Smith, Cfp, Ricp holds Bs/ Ba, Finance from Questrom School Of Business, Boston University.

Company email context

Email format at Park Avenue Capital

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*@nm.com
68% confidence

AeroLeads found 1 current-domain work email signal for Brad Smith, Cfp, Ricp. Compare company email patterns before reaching out.

Profile bio

About Brad Smith, Cfp, Ricp

My areas of expertise are Personal Financial Planning, Investment Management, Risk Management, and Retirement Plan Advice.Our mission is to empower our client's vision of financial security through carefully guided planning with our professional Wealth Management Team. As your financial partner, we work closely with our clients to take on both challenges and opportunities that are inevitable in this changing world.Specialties: To learn about my specialties, visit my website at www.pac.nm.com​

Listed skills include Risk Management, Planning, Services, Financial Services, and 3 others.

Current workplace

Brad Smith, Cfp, Ricp's current company

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Park Avenue Capital
Park Avenue Capital
Wealth Management Advisor
3 roles · 42 years

Brad Smith, Cfp, Ricp work experience

A career timeline built from the work history available for this profile.

Wealth Management Advisor

Current
Park Avenue Capital

New York, Ny

Park Avenue Capital is a wealth management firm within Northwestern Mutual that specializes in servicing high-net-worth individuals with complex financial needs. With a multifaceted team and holistic planning approach, we provide comprehensive financial solutions that focus on simplicity, transparency, and control. Our team is committed to delivering a client-centric experience with personalized services tailored to each individual's unique needs.​​Our team of advisors have been recognized as industry leaders with awards from Forbes, Barron's, and the Financial Times.​Park Avenue Capital currently has $3 billion in assets under management, with offices in New York, New Jersey, Pennsylvania, and Connecticut.​

Apr 2024 - Present

Wealth Management Advisor

Northwestern Mutual Wealth Mgt Group

New York. Ny And Westport, Ct

Wealth Management and Financial Security Planning

Financial Advisor

Northwestern Mutual Financial Network
1985 - 2007 ~22 yrs
1 education record

Brad Smith, Cfp, Ricp education

FAQ

Frequently asked questions about Brad Smith, Cfp, Ricp

Quick answers generated from the profile data available on this page.

What company does Brad Smith, Cfp, Ricp work for?

Brad Smith, Cfp, Ricp works for Park Avenue Capital.

What is Brad Smith, Cfp, Ricp's role at Park Avenue Capital?

Brad Smith, Cfp, Ricp is listed as Wealth Management Advisor at Park Avenue Capital.

What is Brad Smith, Cfp, Ricp's email address?

AeroLeads has found 1 work email signal at @nm.com for Brad Smith, Cfp, Ricp at Park Avenue Capital.

What is Brad Smith, Cfp, Ricp's phone number?

AeroLeads has found 4 phone signal(s) with area code 914, 845 for Brad Smith, Cfp, Ricp at Park Avenue Capital.

Where is Brad Smith, Cfp, Ricp based?

Brad Smith, Cfp, Ricp is based in New York City Metropolitan Area, United States while working with Park Avenue Capital.

What companies has Brad Smith, Cfp, Ricp worked for?

Brad Smith, Cfp, Ricp has worked for Park Avenue Capital, Northwestern Mutual Wealth Mgt Group, and Northwestern Mutual Financial Network.

How can I contact Brad Smith, Cfp, Ricp?

You can use AeroLeads to view verified contact signals for Brad Smith, Cfp, Ricp at Park Avenue Capital, including work email, phone, and LinkedIn data when available.

What schools did Brad Smith, Cfp, Ricp attend?

Brad Smith, Cfp, Ricp holds Bs/ Ba, Finance from Questrom School Of Business, Boston University.

What skills is Brad Smith, Cfp, Ricp known for?

Brad Smith, Cfp, Ricp is listed with skills including Risk Management, Planning, Services, Financial Services, Wealth Management, Financial Planning, and Investment Management.

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