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Mitchell Smith, Cwa® is listed as Vice President | Financial Consultant at Hilliard Lyons, a company with 710 employees, based in Knoxville Metropolitan Area, United States, 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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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.
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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).
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.
Other employees you can reach at hilliard.com. View company contacts for 710 employees →
Allan Bowden
Colleague at Hilliard LyonsMemphis, Tennessee, United States, United States
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Susan Satram
Colleague at Hilliard LyonsLouisville, Kentucky, United States, United States
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Deb Moore
Colleague at Hilliard LyonsClarksville, Indiana, United States, United States
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Aunt Missy Scharff
Colleague at Hilliard LyonsLouisville, Kentucky, United States, United States
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Joe Bryant
Colleague at Hilliard LyonsLexington, Kentucky, United States, United States
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Melissa Steele
Colleague at Hilliard LyonsPotwin, Kansas, United States, United States
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Mike Conklin
Colleague at Hilliard LyonsLouisville, Kentucky, United States, United States
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Neoshoa Aoskey
Colleague at Hilliard LyonsEvansville, Indiana, United States, United States
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Don Miller
Colleague at Hilliard LyonsProspect, Kentucky, United States, United States
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Leslie Boor
Colleague at Hilliard LyonsLouisville, Kentucky, United States, United States
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Quick answers generated from the profile data available on this page.
Mitchell Smith, Cwa® works for Hilliard Lyons.
Mitchell Smith, Cwa® is listed as Vice President | Financial Consultant at Hilliard Lyons.
Mitchell Smith, Cwa® is based in Knoxville Metropolitan Area, United States, United States while working with Hilliard Lyons.
Mitchell Smith, Cwa® has worked for Hilliard Lyons and Lockheed Martin.
Mitchell Smith, Cwa®'s colleagues at Hilliard Lyons include Allan Bowden, Susan Satram, Deb Moore, Aunt Missy Scharff, and Joe Bryant.
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.
Mitchell Smith, Cwa® holds Master Of Business Administration - Mba, Finance, General, 3.6 from University Of Tennessee, Knoxville.
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