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Dante Smith Email & Phone Number
Chief Investment Strategist
at
WealthPlan Group
1 work email found
@wealthsource.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Strategist
Location
Richardson, Texas, United States
Who is Dante Smith? Overview
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Quick answer
Dante Smith is listed as Chief Investment Strategist at WealthPlan Group, based in Richardson, Texas, United States. AeroLeads shows a work email signal at wealthsource.com and a matched LinkedIn profile for Dante Smith.
Dante Smith previously worked as Portfolio Manager at Triad Partners and Senior Investment Analyst at Wealthsource Partners, Llc. Dante Smith holds Master Of Business Administration (M.B.A.), Finance from Naveen Jindal School Of Management, Ut Dallas.
Company email context
Email format at WealthPlan Group
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{first_initial}{last}@wealthsource.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dante Smith. Compare company email patterns before reaching out.
Profile bio
About Dante Smith
Dante Smith is a Chief Investment Strategist at WealthPlan Group. He possess expertise in microsoft word, research, powerpoint, microsoft excel, microsoft office and 1 more skills.
Listed skills include Microsoft Word, Research, Powerpoint, Microsoft Excel, and 2 others.
Current workplace
Dante Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Dante Smith work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Mar 2024 - Present
Senior Investment Analyst
Wealthsource Partners, Llc
Feb 2022 - Mar 2024
Investment Specialist
Wealthsource Partners, Llc
Mar 2021 - Feb 2022
Private Wealth Advisor
Wealthsource Partners, Llc
Jul 2019 - Mar 2021
Portfolio Analyst
American Financial Network Advisory Services, Llc.
Jan 2017 - Jul 2019
Client Services Assistant
American Financial Network Advisory Services, Llc.
Aug 2014 - Jan 2017
2 education records
Dante Smith education
Master Of Business Administration (M.B.A.), Finance
Bachelor’S Degree, Finance, General
FAQ
Frequently asked questions about Dante Smith
Quick answers generated from the profile data available on this page.
What company does Dante Smith work for?
Dante Smith works for WealthPlan Group.
What is Dante Smith's role at WealthPlan Group?
Dante Smith is listed as Chief Investment Strategist at WealthPlan Group.
What is Dante Smith's email address?
AeroLeads has found 1 work email signal at @wealthsource.com for Dante Smith at WealthPlan Group.
Where is Dante Smith based?
Dante Smith is based in Richardson, Texas, United States while working with WealthPlan Group.
What companies has Dante Smith worked for?
Dante Smith has worked for Wealthplan Group, Triad Partners, Wealthsource Partners, Llc, and American Financial Network Advisory Services, Llc..
How can I contact Dante Smith?
You can use AeroLeads to view verified contact signals for Dante Smith at WealthPlan Group, including work email, phone, and LinkedIn data when available.
What schools did Dante Smith attend?
Dante Smith holds Master Of Business Administration (M.B.A.), Finance from Naveen Jindal School Of Management, Ut Dallas.
What skills is Dante Smith known for?
Dante Smith is listed with skills including Microsoft Word, Research, Powerpoint, Microsoft Excel, Microsoft Office, and Customer Service.
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