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Mickey L. Smith, Mba, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional - Winston Wealth Management. at Winston Wealth Management, LLC, a company with 3 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at winstonwealth.com and a matched LinkedIn profile for Mickey L. Smith, Mba, Cfp®.
Mickey L. Smith, Mba, Cfp® previously worked as Founder and Managing Partner at Winston Wealth Management, Llc and CERTIFIED FINANCIAL PLANNER™ Professional at Lpl Financial. Mickey L. Smith, Mba, Cfp® holds Master Of Business Administration (M.B.A.), Business With A Concentration In Finance from Wake Forest University - Babcock Graduate School Of Management.
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AeroLeads found 1 current-domain work email signal for Mickey L. Smith, Mba, Cfp®. Compare company email patterns before reaching out.
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
Listed skills include Estate Planning, Portfolio Management, Securities, Investments, and 9 others.
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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’.
Winston-Salem, N.C.
Comprehensive financial planning and portfolio management.
Winston-Salem, NC
Comprehensive financial planning and portfolio management.
New product and new business development; statistical analyses and predictive model development.
Other employees you can reach at winstonwealth.com. View company contacts for 3 employees →
Madison Bumgarner
Colleague at Winston Wealth Management, LlcLexington, North Carolina, United States, United States
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S. Leroy Smith
Colleague at Winston Wealth Management, LlcWalnut Cove, North Carolina, United States, United States
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Allyn Ramsey
Colleague at Winston Wealth Management, LlcWinston-Salem, North Carolina, United States, United States
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Quick answers generated from the profile data available on this page.
Mickey L. Smith, Mba, Cfp® works for Winston Wealth Management, LLC.
Mickey L. Smith, Mba, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional - Winston Wealth Management. at Winston Wealth Management, LLC.
AeroLeads has found 1 work email signal at @winstonwealth.com for Mickey L. Smith, Mba, Cfp® at Winston Wealth Management, LLC.
Mickey L. Smith, Mba, Cfp® is based in Winston-Salem, North Carolina, United States while working with Winston Wealth Management, LLC.
Mickey L. Smith, Mba, Cfp® has worked for Winston Wealth Management, Llc, Lpl Financial, Securities America, Inc. Member Finra/Sipc, and R. J. Reynolds Tobacco Company.
Mickey L. Smith, Mba, Cfp®'s colleagues at Winston Wealth Management, LLC include Madison Bumgarner, S. Leroy Smith, and Allyn Ramsey.
You can use AeroLeads to view verified contact signals for Mickey L. Smith, Mba, Cfp® at Winston Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
Mickey L. Smith, Mba, Cfp® holds Master Of Business Administration (M.B.A.), Business With A Concentration In Finance from Wake Forest University - Babcock Graduate School Of Management.
Mickey L. Smith, Mba, Cfp® is listed with skills including Estate Planning, Portfolio Management, Securities, Investments, Communication, Finance, Certified Financial Planner, and Retirement.
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