Murray Smith
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Murray Smith Email & Phone Number

Senior Director, Head of Planning and Integration at Ashton Thomas Private Wealth
Location: Greater Phoenix Area, United States 10 work roles 2 schools
1 work email found @mac.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email m****@mac.com
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Role
Senior Director, Head of Planning and Integration
Location
Greater Phoenix Area, United States
Company size

Who is Murray Smith? Overview

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Quick answer

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.

Company email context

Email format at Ashton Thomas Private Wealth

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{first}.{last}@mac.com
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Profile bio

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.

Current workplace

Murray Smith's current company

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Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Senior Director, Head of Planning and Integration
Phoenix, AZ, US
Employees
114
AeroLeads page
10 roles · 31 years

Murray Smith work experience

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

Senior Director, Head Of Planning & Integration

Current

Scottsdale, Arizona, United States

Jul 2023 - Present

Business Development Assistant

Calgary, Canada Area

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.

Jul 2014 - Mar 2017

Investment Advisor

Calgary, Alberta

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).

Nov 2013 - Jul 2014

Investment Advisor

Macquarie Private Wealth

Calgary

Use macroeconomic and technical analysis to determine asset mix of portfolios and to select portfolio investments.

Apr 2011 - Nov 2013

Investment Advisor

Wolverton Securities

Calgary, Canada Area

Oct 2009 - Apr 2011

Sales Manager

Calgary, Canada Area

Jun 2004 - Aug 2006

Brand Manager

Molson Coors

Vancouver, Canada Area

Developed and executed marketing plans for portfolio of brands.

1996 - 2001 ~5 yrs
Team & coworkers

Colleagues at Ashton Thomas Private Wealth

Other employees you can reach at ashtonthomaspw.com. View company contacts for 114 employees →

2 education records

Murray Smith education

FAQ

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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