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

Founder and Managing Partner at Winston Wealth Management, LLC

Location: Winston-Salem, North Carolina, United States 4 work roles 3 schools

1 work email found @winstonwealth.com LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

Winston Wealth Management, LLC

Role

Founder and Managing Partner

Location

Winston-Salem, North Carolina, United States

Company size

3 employees

Who is Mickey L. Smith, Mba, Cfp®? Overview

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Quick answer

Mickey L. Smith, Mba, Cfp® is listed as Founder and Managing Partner at Winston Wealth Management, LLC, a 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 CERTIFIED FINANCIAL PLANNER™ Professional at Lpl Financial and Financial Advisor at Securities America, Inc. Member Finra/Sipc. 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.

Company email context

Email format at Winston Wealth Management, LLC

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{first}@winstonwealth.com

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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.

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Profile bio

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

Listed skills include Estate Planning, Portfolio Management, Securities, Investments, and 9 others.

Current workplace

Mickey L. Smith, Mba, Cfp®'s current company

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

Winston Wealth Management, Llc

Founder and Managing Partner

winston salem, kentucky, united states

Website

winstonwealth.com

Employees

3

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Company profile

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4 roles

Mickey L. Smith, Mba, Cfp® work experience

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

Founder And Managing Partner

Current

Winston Wealth Management, Llc

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.

Apr 2009 - Present

Certified Financial Planner™ Professional

Lpl Financial

Winston-Salem, N.C.

Comprehensive financial planning and portfolio management.

Financial Advisor

Securities America, Inc. Member Finra/Sipc

Winston-Salem, Nc

Comprehensive financial planning and portfolio management.

Jan 2004 - Aug 2011

Research & Development Technologist

R. J. Reynolds Tobacco Company

New product and new business development; statistical analyses and predictive model development.

Jun 1984 - Sep 2003

Team & coworkers

Colleagues at Winston Wealth Management, LLC

Other employees you can reach at winstonwealth.com. View company contacts for 3 employees →

MB

Madison Bumgarner Colleague at Winston Wealth Management, LlcLexington, North Carolina, United States View → AR

Allyn Ramsey Colleague at Winston Wealth Management, LlcWinston-Salem, North Carolina, United States View → SL

S. Leroy Smith Colleague at Winston Wealth Management, LlcWalnut Cove, North Carolina, United States View →

3 education records

Mickey L. Smith, Mba, Cfp® education

Master Of Business Administration (M.B.A.), Business With A Concentration In Finance

Wake Forest University - Babcock Graduate School Of Management

B.A., Communications With Minor In Computer Science

Wake Forest University

Education record

South Stokes High School

FAQ

Frequently asked questions about Mickey L. Smith, Mba, Cfp®

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

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 Winston Wealth Management, LLC?

Mickey L. Smith, Mba, Cfp® is listed as Founder and Managing Partner at Winston Wealth Management, LLC.

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

AeroLeads has found 1 work email signal at @winstonwealth.com for Mickey L. Smith, Mba, Cfp® at Winston Wealth Management, LLC.

Where is Mickey L. Smith, Mba, Cfp® based?

Mickey L. Smith, Mba, Cfp® is based in Winston-Salem, North Carolina, United States while working with Winston Wealth Management, LLC.

What companies has Mickey L. Smith, Mba, Cfp® worked for?

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.

Who are Mickey L. Smith, Mba, Cfp®'s colleagues at Winston Wealth Management, LLC?

Mickey L. Smith, Mba, Cfp®'s colleagues at Winston Wealth Management, LLC include Madison Bumgarner, Allyn Ramsey, and S. Leroy Smith.

How can I contact Mickey L. Smith, Mba, Cfp®?

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.

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

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.

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

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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