Mitchell Smyth Email & Phone Number

Indianapolis, Indiana, United States

• Developed Financial Consultant relationships across the country, and partnered to build a full wealth management practice of 180 households in 18 months.
• Utilized a comprehensive onboarding process to include financial planning, introduction to relevant Wealth Strategies Group (WSG) partners, and holistic investment recommendations.
• Ranked among the highest-performing Wealth Advisors across the firm in 2020 and 2021, with $70MM and $114MM in Net Solutions Flow (NSF), respectively, and 80% financial planning penetration.
• Proactively contacted team clients during the 2020 market downturn, to help alleviate concerns, review financial plans, and provide portfolio rebalancing recommendations.

Indianapolis, Indiana, United States

• Led a team of 15 advisors which partnered with the Chicago and Wisconsin branch complexes, and guided the team from the lowest business results across Schwab Wealth Advisory to top quartile results.
• Helped facilitate a transformation from very low engagement scores to consistent top-tier scores.
• Hired, coached, and promoted a number of top-performing advisors.
• Organized and led an extensive number of internal and external in-market presentations.
• Core team member within Schwab Wealth Advisory which customized and implemented Salesforce.

San Antonio, Texas, United States

• As the first hire on the newly established Enterprise Advice Generation team, helped lead the creation and integration of Advice Points of View (POV), the firm’s single foundational source for financial advice.
• Partnered with SVP to determine optimal team structure and staffing, developed interview questions, and assisted with hiring decisions. Led the onboarding of new Directors and other teammates.
• Led team efforts to broadly communicate and sell the EAG vision across the enterprise, and consulted with leaders to integrate advice into their existing artifacts and work streams.
• Contributed directly to the prioritization and creation of POVs in the Health Care, Investments, and Retirement & Complex domains, collaborating with key stakeholders across the enterprise.
• Led the strategy and execution of large enterprise-wide advice initiatives, with a focus on the effective integration of innovative digital financial planning solutions into advisor processes.

Atlanta, Georgia, United States

• As the firm’s first advisor in the Atlanta market, quickly established our presence in the community, and led a member-centered team to present all of USAA’s resources to its members.
• Served as the primary financial advisor for 200+ affluent and high net worth families, developing advocacy-based relationships, providing comprehensive financial planning and proactive holistic advice, and delivering.
• One of two advisors nationally selected to entertain high-profile members from across the country at the 2011 Masters golf tournament, and also at the 2012 Super Bowl weekend and game in Indianapolis, IN.

Atlanta, Georgia, United States

• Established and managed team that served as the central point of contact, liaison, and information resource within the company for all 50 high net worth advisors and their clients.
• Consulted with advisors on specific client and prospect opportunities in order to provide education, recommendations, advice, and proposals that best met client needs. Led discussions with clients and advisors.
• Coordinated with advisors, clients, operations, and compliance to facilitate brokerage solutions for high net worth clients, including managed accounts, mutual funds, individual equity and fixed income securities, life.

Atlanta, Georgia, United States

• Managed a portfolio of 200+ wealthy and high net worth family relationships.
• Coordinated the financial planning, investment, insurance, trust, estate, banking, and capital markets needs for clients on both a personal and business level.
• Generated new client relationships and opportunities through existing client referrals, internal partnerships, and individual prospecting activities.

Master’S Of Business Administration – Personal Financial Planning

Bachelor’S Of Business Administration – Finance; Bachelor’S Of Science – Accounting