Michael Smith, Cfp®,Cima®
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Michael Smith, Cfp®,Cima® Email & Phone Number

Branch Manager, Vice President at Ameriprise Financial Services, LLC
Location: Denver, Colorado, United States 5 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Ameriprise Financial Services, LLC
Role
Branch Manager, Vice President
Location
Denver, Colorado, United States
Company size
2 employees

Who is Michael Smith, Cfp®,Cima®? Overview

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Quick answer

Michael Smith, Cfp®,Cima® is listed as Branch Manager, Vice President at Ameriprise Financial Services, LLC, a with 2 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Michael Smith, Cfp®,Cima®.

Michael Smith, Cfp®,Cima® previously worked as Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management and Portfolio Manager, Financial Advisor, First Vice President at Morgan Stanley. Michael Smith, Cfp®,Cima® holds Master'S Degree from American Graduate School Of International Management - Thunderbird.

Company email context

Email format at Ameriprise Financial Services, LLC

This section adds company-level context without repeating Michael Smith, Cfp®,Cima®'s masked contact details.

Ameriprise Financial Services, LLC

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Profile bio

About Michael Smith, Cfp®,Cima®

What you can expect when you work with meThe right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Listed skills include Portfolio Management And Retirement Planning and High Net Worth Portfolio Management.

Current workplace

Michael Smith, Cfp®,Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Ameriprise Financial Services, LLC
Ameriprise Financial Services, Llc
Branch Manager, Vice President
Denver, CO, US
Website
ameriprise.com
Employees
2
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Company profile
View company profile Email format
5 roles

Michael Smith, Cfp®,Cima® work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor, Vice President

Merrill Lynch Wealth Management

New York, Ny, Us

Senior Financial Advisor, Portfolio Manager

Sep 2016 - Apr 2024

Portfolio Manager, Financial Advisor, First Vice President

Morgan Stanley

New York, Ny, Us

Jun 2002 - Sep 2016

Investment Executive

Ubs Painewebber
Nov 1998 - Jun 2002
Team & coworkers

Colleagues at Ameriprise Financial Services, LLC

Other employees you can reach at ameriprise.com. View company contacts for 2 employees →

SM Sherry Murphy, Crpc Sherry Murphy, Crpc Colleague at Ameriprise Financial Services, LlcBuford, Georgia, United States View → DD David Drysdale David Drysdale Colleague at Ameriprise Financial Services, LlcBay City, Michigan, United States View → DG Doug Gil Doug Gil Colleague at Ameriprise Financial Services, LlcPago Pago, Eastern District, American Samoa View → SS Susan Skorvanek Susan Skorvanek Colleague at Ameriprise Financial Services, LlcStamford, Connecticut, United States View → AR Aashritha Rao Aashritha Rao Colleague at Ameriprise Financial Services, LlcUnited States View → SP Sreenivas P Sreenivas P Colleague at Ameriprise Financial Services, LlcHyderabad, Telangana, India View → TP Taylor Priest, Apma® Taylor Priest, Apma® Colleague at Ameriprise Financial Services, LlcTulsa Metropolitan Area, United States View → AP Armando Perez Armando Perez Colleague at Ameriprise Financial Services, LlcSeaside, California, United States View → SS Stuart Smith Stuart Smith Colleague at Ameriprise Financial Services, LlcKansas City Metropolitan Area, United States View → TW Tia Wallington Tia Wallington Colleague at Ameriprise Financial Services, LlcDetroit Metropolitan Area, United States View →
4 education records

Michael Smith, Cfp®,Cima® education

Master'S Degree

American Graduate School Of International Management - Thunderbird

Bachelor'S Degree

Oxford Brookes University

Other

University Of San Diego

High School

Saguaro High School
FAQ

Frequently asked questions about Michael Smith, Cfp®,Cima®

Quick answers generated from the profile data available on this page.

What company does Michael Smith, Cfp®,Cima® work for?

Michael Smith, Cfp®,Cima® works for Ameriprise Financial Services, LLC.

What is Michael Smith, Cfp®,Cima®'s role at Ameriprise Financial Services, LLC?

Michael Smith, Cfp®,Cima® is listed as Branch Manager, Vice President at Ameriprise Financial Services, LLC.

Where is Michael Smith, Cfp®,Cima® based?

Michael Smith, Cfp®,Cima® is based in Denver, Colorado, United States while working with Ameriprise Financial Services, LLC.

What companies has Michael Smith, Cfp®,Cima® worked for?

Michael Smith, Cfp®,Cima® has worked for Ameriprise Financial Services, Llc, Merrill Lynch Wealth Management, Morgan Stanley, and Ubs Painewebber.

Who are Michael Smith, Cfp®,Cima®'s colleagues at Ameriprise Financial Services, LLC?

Michael Smith, Cfp®,Cima®'s colleagues at Ameriprise Financial Services, LLC include Sherry Murphy, Crpc, David Drysdale, Doug Gil, Susan Skorvanek, and Aashritha Rao.

How can I contact Michael Smith, Cfp®,Cima®?

You can use AeroLeads to view verified contact signals for Michael Smith, Cfp®,Cima® at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Michael Smith, Cfp®,Cima® attend?

Michael Smith, Cfp®,Cima® holds Master'S Degree from American Graduate School Of International Management - Thunderbird.

What skills is Michael Smith, Cfp®,Cima® known for?

Michael Smith, Cfp®,Cima® is listed with skills including Portfolio Management And Retirement Planning and High Net Worth Portfolio Management.

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