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John Fremont-Smith is listed as Friends Wealth Management at Friends Wealth Management, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for John Fremont-Smith.
John Fremont-Smith previously worked as Founder, Financial Advisor, Alternative Investment Consultant at Friends Wealth Management and Friends Wealth Management | Financial Advisor at Northwestern Mutual. John Fremont-Smith holds Bachelor Of Arts, International Relations, European Track from Boston University.
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John Fremont-Smith is a Friends Wealth Management at Friends Wealth Management.
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As a discerning investor seeking a tailored approach to wealth management, our RIA (Registered Investment Advisor) specializing in Alternative and Non-Traditional Investment Opportunities is uniquely positioned to cater to High Net Worth Individuals.
Ellicott City, Maryland, United States
Friends Wealth Management at Northwestern Mutual
8825 Stanford Blvd Ste 200 Columbia, MD 21045-4757
Mid Atlantic
Educating Financial Advisors on Voya Mutual Fund and Separately Managed Accounts Manage the Mid Atlantic territory of; Washington DC, Maryland, Virginia & West Virginia.Responsible for Supporting, Maintaining, and Creating new relationships within the Wirehouse, Independent, and Bank channels.
Washington D.C. Metro Area, Maryland, Virginia, Delaware
Managed the Mid Atlantic territory of; Washington DC, Maryland, Virginia & Delaware.Responsible for Supporting, Maintaining, and Creating new relationships within the Wirehouse, Independent, RIA and Bank channels.Educating Financial Advisors on Calamos Mutual Fund and Separately Managed Accounts.
Mutual Fund and Separately Managed Account SalesDeveloped and managed the Mid Atlantic territory of; Washington DC, Maryland, and Delaware.Responsible for supporting, maintaining, and creating new relationships within the Wirehouse, Independent, and Bank channels for Dreyfus Investments / BNY Mellon.
Developed and managed the successful Mid Atlantic Territory of; Washington DC, Virginia, Maryland, and Delaware.Responsible for the distribution of mutual fund sales to the Wirehouse, Financial Advisors, and Independent channels.
Answered inquiries relating to the broad array of MFS Mutual Funds and Annuity products.
Performed customized service and support to individual client requests for the broad array of Fidelity products and servicesLicensed mutual fund tradingOngoing rapport building with Investment ProfessionalsServiced retirement plans including; Roth, Traditional, Sep/SARSEP, Simple and 401(k) plans.
Responsible for selling and servicing 350 accounts within the North East RegionSolicited new business through outbound sales calls, while maintaining strong relationships with current clients.Involved in planning, implementation and evaluation of new sales tools.
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John Fremont-Smith works for Friends Wealth Management.
John Fremont-Smith is listed as Friends Wealth Management at Friends Wealth Management.
John Fremont-Smith is based in Washington DC-Baltimore Area, United States, United States while working with Friends Wealth Management.
John Fremont-Smith has worked for Friends Wealth Management, Northwestern Mutual, Ameriprise Financial Services, Llc, Voya Investment Management, and Calamos Investments.
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John Fremont-Smith holds Bachelor Of Arts, International Relations, European Track from Boston University.
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