Murray Smith Email & Phone Number
@mac.com
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Who is Murray Smith? Overview
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Murray Smith is listed as Senior Director, Head of Planning and Integration at Ashton Thomas Private Wealth, a with 114 employees, based in Greater Phoenix Area, United States. AeroLeads shows a work email signal at mac.com and a matched LinkedIn profile for Murray Smith.
Murray Smith previously worked as Senior Director, Head of Planning & Integration at Ashton Thomas Private Wealth and Director of Advanced Planning at Ashton Thomas Private Wealth. Murray Smith holds Ma, Economics from University Of Alberta.
Email format at Ashton Thomas Private Wealth
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AeroLeads found 1 current-domain work email signal for Murray Smith. Compare company email patterns before reaching out.
About Murray Smith
Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, an SEC registered investment adviser. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Securities brokerage services provided by the entity detailed in your Advisors Part 2B of Form ADV: Brochure Supplement in Item 4: Other Business Activities. Insurance products by the entity detailed in your Advisors Part 2B of Form ADV: Brochure Supplement in Item 4: Other Business Activities. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas’ advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. A copy of Ashton Thomas Private Wealth LLC’s current written disclosure statement discussing advisory services and fees is available for review upon request.Specialties: Financial Planning, Wealth Management, Investing, Macroeconomics, Market Analysis, Marketing, Branding, Business Planning, Sales, Software Programming (VB.NET, MS SQL Server)
Listed skills include Investment Strategies, Investments, Wealth Management, Financial Planning, and 17 others.
Murray Smith's current company
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Murray Smith work experience
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Senior Director, Head Of Planning & Integration
Current
Director Of Advanced Planning
Cross-Border Financial Planning Executive
Business Development Assistant
Responsible for all Financial Planning aspects within our team (developing goal-based strategic financial plans; CRM process and strategy). Providing macroeconomic analysis in support of Portfolio Managers. Research and write blog posts to communicate macroeconomic analysis, financial planning topics, investment strategies to clients. Prepare and present client presentations (new business, existing clients). Write software to: automate elements of the financial planning process, provide quantitative portfolio analysis and technical analysis.
Investment Advisor
Providing macroeconomic analysis in support of Portfolio Managers. Research and write blog posts (macroeconomic support, financial planning topics; assist portfolio managers in communicating investment strategies to clients). Prepare client presentations (new business, existing clients). Prepare financial plans. Write software to automate elements of the financial planning process, quantitative portfolio analysis, technical analysis (VB.NET).
Investment Advisor
Use macroeconomic and technical analysis to determine asset mix of portfolios and to select portfolio investments.
Investment Advisor
Sales Manager
Brand Manager
Developed and executed marketing plans for portfolio of brands.
Colleagues at Ashton Thomas Private Wealth
Other employees you can reach at ashtonthomaspw.com. View company contacts for 114 employees →
Karen W. Mcdade, Cfp®, Aif®, Cdfa®
Colleague at Ashton Thomas Private WealthScottsdale, Arizona, United States
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BB
Brad Burr, Cfp®
Colleague at Ashton Thomas Private WealthScottsdale, Arizona, United States
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BD
Becca Dammann
Colleague at Ashton Thomas Private WealthBozeman, Montana, United States
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DG
Drinan Gorney
Colleague at Ashton Thomas Private WealthScottsdale, Arizona, United States
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SD
Sharon Davidson
Colleague at Ashton Thomas Private WealthUrbandale, Iowa, United States
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AJ
Angela Johnson
Colleague at Ashton Thomas Private WealthGrand Junction, Colorado, United States
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BD
Becca Dammann, Cfp®, Aif®
Colleague at Ashton Thomas Private WealthBozeman, Montana, United States
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CB
Claudiu Barbos
Colleague at Ashton Thomas Private WealthScottsdale, Arizona, United States
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RC
Robert Clark
Colleague at Ashton Thomas Private WealthGreater Phoenix Area, United States
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RY
Raeann Yarn
Colleague at Ashton Thomas Private WealthHelena, Montana, United States
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Murray Smith education
Ma, Economics
Ba, Economics
Frequently asked questions about Murray Smith
Quick answers generated from the profile data available on this page.
What company does Murray Smith work for?
Murray Smith works for Ashton Thomas Private Wealth.
What is Murray Smith's role at Ashton Thomas Private Wealth?
Murray Smith is listed as Senior Director, Head of Planning and Integration at Ashton Thomas Private Wealth.
What is Murray Smith's email address?
AeroLeads has found 1 work email signal at @mac.com for Murray Smith at Ashton Thomas Private Wealth.
Where is Murray Smith based?
Murray Smith is based in Greater Phoenix Area, United States while working with Ashton Thomas Private Wealth.
What companies has Murray Smith worked for?
Murray Smith has worked for Ashton Thomas Private Wealth, Keatsconnelly - Cross Border Wealth Management, Richardson Gmp, Macquarie Private Wealth, and Wolverton Securities.
Who are Murray Smith's colleagues at Ashton Thomas Private Wealth?
Murray Smith's colleagues at Ashton Thomas Private Wealth include Karen W. Mcdade, Cfp®, Aif®, Cdfa®, Brad Burr, Cfp®, Becca Dammann, Drinan Gorney, and Sharon Davidson.
How can I contact Murray Smith?
You can use AeroLeads to view verified contact signals for Murray Smith at Ashton Thomas Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Murray Smith attend?
Murray Smith holds Ma, Economics from University Of Alberta.
What skills is Murray Smith known for?
Murray Smith is listed with skills including Investment Strategies, Investments, Wealth Management, Financial Planning, Financial Analysis, Investment Advisory, Mutual Funds, and Retirement Planning.
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