Financial Advisor
Current
Feb 2022 - Present
AeroLeads people directory · profile
David Smith, Cfp Email & Phone Number
Devoted to helping people make great financial decisions
at
IHT Wealth Management
1 work email found
@ihtwealth.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Devoted to helping people make great financial decisions
Location
Chicago, Illinois, United States
Who is David Smith, Cfp? Overview
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Quick answer
David Smith, Cfp is listed as Devoted to helping people make great financial decisions at IHT Wealth Management, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at ihtwealth.com and a matched LinkedIn profile for David Smith, Cfp.
David Smith, Cfp previously worked as Financial Advisor at Iht Wealth Management and Financial Consultant at Independent Contractor. David Smith, Cfp holds Bachelor Of Business Administration (Bba), Finance, General from Emory University - Goizueta Business School.
Company email context
Email format at IHT Wealth Management
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*@ihtwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Smith, Cfp. Compare company email patterns before reaching out.
Profile bio
About David Smith, Cfp
My mission to help people make intelligent financial decisions.
Current workplace
David Smith, Cfp's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
David Smith, Cfp work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Independent Contractor
Aug 2019 - Aug 2021
Client Advisor - J.P. Morgan Private Bank
I created strategic financial plans for 65 different clients, helping them accomplish unique goals and aspirations. While managing a full book and supervising over $200MM in assets, I drove business development and led the U.S. among 55 peers in new inflows during my final 18 months, outperforming my targets by over 300%I drove team collaboration, spearheading a regional mentorship program and serving on the Global Associate Council to drive company-wide initiatives for mid-level employees.
Jul 2015 - May 2019
Analyst - J.P. Morgan Private Bank
I created customized solutions for clients in a role blending business development, relationship management, sales, and portfolio analysis. By generating hundreds of new prospective clients annually, I led business development efforts to increase the $2B of assets I supported. I also helped existing clients by generating wealth projections, proposed dynamic asset allocation plans, creating client-friendly performance reports.Whether saving a $300M client or pitching new business, I created customized solutions for each client.
Jul 2012 - Jun 2015
Summer Analyst
Jun 2011 - Aug 2011
Wealth Management Intern
Sep 2010 - May 2011
Founder / President
All Your Odd Jobs
Jun 2009 - Aug 2010
1 education record
David Smith, Cfp education
-
Emory University - Goizueta Business School
FAQ
Frequently asked questions about David Smith, Cfp
Quick answers generated from the profile data available on this page.
What company does David Smith, Cfp work for?
David Smith, Cfp works for IHT Wealth Management.
What is David Smith, Cfp's role at IHT Wealth Management?
David Smith, Cfp is listed as Devoted to helping people make great financial decisions at IHT Wealth Management.
What is David Smith, Cfp's email address?
AeroLeads has found 1 work email signal at @ihtwealth.com for David Smith, Cfp at IHT Wealth Management.
Where is David Smith, Cfp based?
David Smith, Cfp is based in Chicago, Illinois, United States while working with IHT Wealth Management.
What companies has David Smith, Cfp worked for?
David Smith, Cfp has worked for Iht Wealth Management, Independent Contractor, J.P. Morgan, Lincoln Financial Advisors, and All Your Odd Jobs.
How can I contact David Smith, Cfp?
You can use AeroLeads to view verified contact signals for David Smith, Cfp at IHT Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did David Smith, Cfp attend?
David Smith, Cfp holds Bachelor Of Business Administration (Bba), Finance, General from Emory University - Goizueta Business School.
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