Mitchell Smith, Cwa®
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Mitchell Smith, Cwa® Email & Phone Number

Vice President | Financial Consultant at Hilliard Lyons
Location: Knoxville Metropolitan Area, United States 2 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Hilliard Lyons
Role
Vice President | Financial Consultant
Location
Knoxville Metropolitan Area, United States
Company size
710 employees

Who is Mitchell Smith, Cwa®? Overview

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Quick answer

Mitchell Smith, Cwa® is listed as Vice President | Financial Consultant at Hilliard Lyons, a with 710 employees, based in Knoxville Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Mitchell Smith, Cwa®.

Mitchell Smith, Cwa® previously worked as Vice President | Wealth Advisor at Hilliard Lyons and Business Analyst at Lockheed Martin. Mitchell Smith, Cwa® holds Master Of Business Administration - Mba, Finance, General, 3.6 from University Of Tennessee, Knoxville.

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Hilliard Lyons

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Profile bio

About Mitchell Smith, Cwa®

I’ve been serving my clients for over 15 years. During that time, I developed a passion for helping individuals who are approaching or in retirement. The most common concerns I hear are “how much money do I need to retire?” and “will I outlive my savings?” Through retirement planning, I can provide the guidance, tools, and services to help address those concerns. Before retirement, building wealth is important by balancing savings with other goals. At retirement, creating and managing a portfolio to generate income and protect your savings is key.If you'd like to learn more about retirement and estate planning, please contact me at (865) 470-8444 or mtsmith@hilliard.com.I hold the Chartered Wealth Advisor® (CWA®) designation, which is awarded only to Hilliard Lyons Financial Consultants who have completed an extensive program concerning the varied aspects of wealth management. The program includes classroom study, self-study, case studies, periodic testing and a comprehensive final exam over the course of six months.I am a member of the Smith Wealth Services Group. For more information regarding our team, visit our website at http://smithwealthservices.hilliardfc. com.

Current workplace

Mitchell Smith, Cwa®'s current company

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Hilliard Lyons
Hilliard Lyons
Vice President | Financial Consultant
louisville, kentucky, united states
Website
hilliard.com
Employees
710
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2 roles · 39 years

Mitchell Smith, Cwa® work experience

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Vice President | Wealth Advisor

Current
Hilliard Lyons

My job is to help clients plan for their short and long-term goals. These goals range from saving for retirement, generating investment income, identifying insurance and long-term care needs, debt management, saving for college, to estate planning.Securities and Investment advisory services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker-Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit my Hilliard Lyons website or Hilliard.com for states in which I am registered. For additional disclosures, please visit disclosures.hilliard.com.

Jul 2000 - Present

Business Analyst

Lockheed Martin

Oak Ridge, Tennessee

As a member of the Finance Division, I was responsible for reporting to plant management the results from the Columbus Initiative, a cost savings program initiated by the Department of Energy. Each division at the Y-12 Plant provided cost savings projects that I tracked and audited.

1988 - 1998 ~10 yrs
Team & coworkers

Colleagues at Hilliard Lyons

Other employees you can reach at hilliard.com. View company contacts for 710 employees →

KT Karen Tudor Karen Tudor Colleague at Hilliard LyonsLouisville Metropolitan Area, United States View → LB Leslie Boor Leslie Boor Colleague at Hilliard LyonsLouisville, Kentucky, United States View → LD Lee Dentinger Lee Dentinger Colleague at Hilliard LyonsLouisville, Kentucky, United States View → LL Larry Landrum Larry Landrum Colleague at Hilliard LyonsHopkinsville, Kentucky, United States View → JB Jan Blake-Pearson Jan Blake-Pearson Colleague at Hilliard LyonsLouisville, Kentucky, United States View → CW Carrie Wills Carrie Wills Colleague at Hilliard LyonsBattle Creek, Michigan, United States View → EC Elaine Chester Elaine Chester Colleague at Hilliard LyonsTalbott, Tennessee, United States View → NA Neoshoa Aoskey Neoshoa Aoskey Colleague at Hilliard LyonsEvansville, Indiana, United States View → TF Tony Frantz Tony Frantz Colleague at Hilliard LyonsLouisville, Kentucky, United States View → MS Mark Smith, Crpc Mark Smith, Crpc Colleague at Hilliard LyonsGallipolis, Ohio, United States View →
3 education records

Mitchell Smith, Cwa® education

FAQ

Frequently asked questions about Mitchell Smith, Cwa®

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

What company does Mitchell Smith, Cwa® work for?

Mitchell Smith, Cwa® works for Hilliard Lyons.

What is Mitchell Smith, Cwa®'s role at Hilliard Lyons?

Mitchell Smith, Cwa® is listed as Vice President | Financial Consultant at Hilliard Lyons.

Where is Mitchell Smith, Cwa® based?

Mitchell Smith, Cwa® is based in Knoxville Metropolitan Area, United States while working with Hilliard Lyons.

What companies has Mitchell Smith, Cwa® worked for?

Mitchell Smith, Cwa® has worked for Hilliard Lyons and Lockheed Martin.

Who are Mitchell Smith, Cwa®'s colleagues at Hilliard Lyons?

Mitchell Smith, Cwa®'s colleagues at Hilliard Lyons include Karen Tudor, Leslie Boor, Lee Dentinger, Larry Landrum, and Jan Blake-Pearson.

How can I contact Mitchell Smith, Cwa®?

You can use AeroLeads to view verified contact signals for Mitchell Smith, Cwa® at Hilliard Lyons, including work email, phone, and LinkedIn data when available.

What schools did Mitchell Smith, Cwa® attend?

Mitchell Smith, Cwa® holds Master Of Business Administration - Mba, Finance, General, 3.6 from University Of Tennessee, Knoxville.

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