Financial Planning Associate
Current
Nov 2024 - Present
AeroLeads people directory · profile
Kody Smith Email & Phone Number
Financial Planning Associate at Blue Trust
at
Blue Trust
1 work email found
@ameriprise.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning Associate at Blue Trust
Location
Alpharetta, Georgia, United States
Who is Kody Smith? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kody Smith is listed as Financial Planning Associate at Blue Trust at Blue Trust, based in Alpharetta, Georgia, United States. AeroLeads shows a work email signal at ameriprise.com and a matched LinkedIn profile for Kody Smith.
Kody Smith previously worked as Financial Planning Associate at Blue Trust and Investment Operations Associate at Eventide Asset Management. Kody Smith holds Bachelor Of Science (Bs), Financial Planning, Senior from Liberty University.
Company email context
Email format at Blue Trust
This section adds company-level context without repeating Kody Smith's masked contact details.
{first}.{last}@ameriprise.com
86% confidence
AeroLeads found 1 current-domain work email signal for Kody Smith. Compare company email patterns before reaching out.
Profile bio
About Kody Smith
Kody Smith is a Financial Planning Associate at Blue Trust at Blue Trust. They possess expertise in microsoft office, customer service, public speaking, naviplan financial planning software, money guide pro and 18 more skills.
Listed skills include Microsoft Office, Customer Service, Public Speaking, Naviplan Financial Planning Software, and 19 others.
Current workplace
Kody Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles
Kody Smith work experience
A career timeline built from the work history available for this profile.
Investment Operations Associate
Feb 2022 - Aug 2024
Key Accounts Specialist
Dec 2020 - Feb 2022
Associate Financial Advisor
Feb 2018 - Dec 2020
Compliance Analyst
Dec 2016 - Jan 2018
Financial Advisor
Jul 2016 - Nov 2016
Portfolio Management Intern
Aug 2015 - Jun 2016
President And Portfolio Manager
Student Asset Management
Aug 2014 - May 2016
Intern-Advice & Planning, Central Advice Group
Jun 2015 - Aug 2015
Treasurer Student Government Association
Sep 2014 - May 2015
Personal Service Employee
May 2013 - May 2015
Personal Service Employee
Aug 2011 - Mar 2012
Associate Snowboard Instructor
Dec 2010 - Mar 2012
1 education record
Kody Smith education
FAQ
Frequently asked questions about Kody Smith
Quick answers generated from the profile data available on this page.
What company does Kody Smith work for?
Kody Smith works for Blue Trust.
What is Kody Smith's role at Blue Trust?
Kody Smith is listed as Financial Planning Associate at Blue Trust at Blue Trust.
What is Kody Smith's email address?
AeroLeads has found 1 work email signal at @ameriprise.com for Kody Smith at Blue Trust.
Where is Kody Smith based?
Kody Smith is based in Alpharetta, Georgia, United States while working with Blue Trust.
What companies has Kody Smith worked for?
Kody Smith has worked for Blue Trust, Eventide Asset Management, Ameriprise Financial Services, Inc., Liberty University, and Merrill Lynch.
How can I contact Kody Smith?
You can use AeroLeads to view verified contact signals for Kody Smith at Blue Trust, including work email, phone, and LinkedIn data when available.
What schools did Kody Smith attend?
Kody Smith holds Bachelor Of Science (Bs), Financial Planning, Senior from Liberty University.
What skills is Kody Smith known for?
Kody Smith is listed with skills including Microsoft Office, Customer Service, Public Speaking, Naviplan Financial Planning Software, Money Guide Pro, Leadership, Time Management, and Social Media.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Kody Smith you were looking for.
View similar profiles
