Mickey L. Smith, Mba, Cfp®

Mickey L. Smith, Mba, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ professional - Winston Wealth Management. @ Winston Wealth Management, LLC
winston salem, kentucky, united states
Mickey L. Smith, Mba, Cfp®'s Location
Winston-Salem, North Carolina, United States, United States
Mickey L. Smith, Mba, Cfp®'s Contact Details

Mickey L. Smith, Mba, Cfp® work email

Mickey L. Smith, Mba, Cfp® personal email

n/a
About Mickey L. Smith, Mba, Cfp®

I am a founder and managing partner at Winston Wealth Management, LLC, an independent wealth management firm located in Winston-Salem, N.C.At Winston Wealth Management, we provide our clients with professional investment management and comprehensive financial planning (through LPL Financial). We specialize in retirement and estate planning issues with a focus on retirement income strategies. We act as fiduciaries with our clients.Key Services: Retirement Planning; Investment Planning; Income Distribution Planning; Survivor Planning; Estate Planning; Sudden Wealth Management PlanningMBA in Finance from Wake Forest UniversityCERTIFIED FINANCIAL PLANNER™ ProfessionalFINRA Series 7 and 66 securities registrations through LPL FinancialN.C. Life and Health Insurance licenses

Mickey L. Smith, Mba, Cfp®'s Current Company Details
Winston Wealth Management, LLC

Winston Wealth Management, Llc

View
CERTIFIED FINANCIAL PLANNER™ professional - Winston Wealth Management.
winston salem, kentucky, united states
Website:
winstonwealth.com
Employees:
3
Mickey L. Smith, Mba, Cfp® Work Experience Details
  • Winston Wealth Management, Llc
    Founder And Managing Partner
    Winston Wealth Management, Llc Apr 2009 - Present
    Winston-Salem, North Carolina
    Comprehensive financial planning and portfolio management with special expertise in retirement and estate planning. Plans are implemented with a focus on tax efficiency..Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit winstonwealthmanagement.comCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    View
  • Lpl Financial
    Certified Financial Planner™ Professional
    Lpl Financial Aug 2011 - Present
    Winston-Salem, N.C.
    Comprehensive financial planning and portfolio management.
    View
  • Securities America, Inc. Member Finra/Sipc
    Financial Advisor
    Securities America, Inc. Member Finra/Sipc Jan 2004 - Aug 2011
    Winston-Salem, Nc
    Comprehensive financial planning and portfolio management.
    View
  • R. J. Reynolds Tobacco Company
    Research & Development Technologist
    R. J. Reynolds Tobacco Company Jun 1984 - Sep 2003
    New product and new business development; statistical analyses and predictive model development.

Mickey L. Smith, Mba, Cfp® Skills

Estate Planning Portfolio Management Securities Investments Communication Finance Certified Financial Planner Retirement Financial Services Retirement Planning Wealth Management Financial Planning Maxwell

Mickey L. Smith, Mba, Cfp® Education Details

Frequently Asked Questions about Mickey L. Smith, Mba, Cfp®

What company does Mickey L. Smith, Mba, Cfp® work for?

Mickey L. Smith, Mba, Cfp® works for Winston Wealth Management, Llc

What is Mickey L. Smith, Mba, Cfp®'s role at the current company?

Mickey L. Smith, Mba, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ professional - Winston Wealth Management..

What is Mickey L. Smith, Mba, Cfp®'s email address?

Mickey L. Smith, Mba, Cfp®'s email address is mi****@****lpl.com

What schools did Mickey L. Smith, Mba, Cfp® attend?

Mickey L. Smith, Mba, Cfp® attended Wake Forest University - Babcock Graduate School Of Management, Wake Forest University, South Stokes High School.

What skills is Mickey L. Smith, Mba, Cfp® known for?

Mickey L. Smith, Mba, Cfp® has skills like Estate Planning, Portfolio Management, Securities, Investments, Communication, Finance, Certified Financial Planner, Retirement, Financial Services, Retirement Planning, Wealth Management, Financial Planning.

Who are Mickey L. Smith, Mba, Cfp®'s colleagues?

Mickey L. Smith, Mba, Cfp®'s colleagues are Allyn Ramsey, S. Leroy Smith, Madison Bumgarner.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.