Greer Smith

Greer Smith Email and Phone Number

Board Member - Treasurer @ Tahoma Lacrosse
Maple Valley, WA, US
Greer Smith's Location
Maple Valley, Washington, United States, United States
Greer Smith's Contact Details

Greer Smith personal email

n/a
About Greer Smith

Certified Financial Planner with 20 years of experience helping individuals & families define and achieve their financial goals and attain peace of mind.Specialties: Financial planning covering investment consulting, cash-flow, tax mitigation, balance sheet management, wealth transfer, asset protection / risk management, charitable planning and expert relationship management.

Greer Smith's Current Company Details
Tahoma Lacrosse

Tahoma Lacrosse

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Board Member - Treasurer
Maple Valley, WA, US
Greer Smith Work Experience Details
  • Tahoma Lacrosse
    Board Member - Treasurer
    Tahoma Lacrosse
    Maple Valley, Wa, Us
  • Brighton Jones
    Partner | Senior Lead Advisor
    Brighton Jones Jan 2012 - Present
    Seattle, Wa, Us
    Brighton Jones acts as a personal CFO for individuals and families. We are recognized by Forbes as one of the top 50 independent firms in the country. Our team of experienced financial advisors use their objectivity, creativity and passion to help our clients, employees and community members live richer lives. This includes investment consulting, tax mitigation, estate planning, risk management and charitable giving. We don't sell any products. The company has grown from $0 - $4 Billion under advisement in 16 years. My role is to provide oversight and direction to your plan, formulate strategy and help team members execute on your planning as effectively as possible.
    View
  • Charles Schwab & Co., Inc
    Vice President - Financial Consultant
    Charles Schwab & Co., Inc Jul 2001 - Jan 2012
    Westlake, Texas, Us
    View
  • Gloria'S Angels
    Board Member
    Gloria'S Angels 2012 - 2012
  • Olde Financial Corp
    Financial Advisor
    Olde Financial Corp Jul 1998 - Jul 2001

Greer Smith Skills

Financial Planning Estate Planning Financial Advisory Strategic Financial Planning Finance Wealth Management Risk Management Asset Allocation Wealth Tax Management Cash Flow Portfolio Management

Greer Smith Education Details

  • University Of Washington
    University Of Washington
  • Kentridge
    Kentridge

Frequently Asked Questions about Greer Smith

What company does Greer Smith work for?

Greer Smith works for Tahoma Lacrosse

What is Greer Smith's role at the current company?

Greer Smith's current role is Board Member - Treasurer.

What is Greer Smith's email address?

Greer Smith's email address is gr****@****nes.com

What is Greer Smith's direct phone number?

Greer Smith's direct phone number is +120632*****

What schools did Greer Smith attend?

Greer Smith attended University Of Washington, Kentridge.

What skills is Greer Smith known for?

Greer Smith has skills like Financial Planning, Estate Planning, Financial Advisory, Strategic Financial Planning, Finance, Wealth Management, Risk Management, Asset Allocation, Wealth, Tax, Management, Cash Flow.

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