Scott Smith

Scott Smith Email and Phone Number

C.O.O - Convergent Financial Partners @ Convergent Financial Partners
Scott Smith's Location
Charlotte, North Carolina, United States, United States
About Scott Smith

As a dedicated professional in the world of finance, I am passionate about serving and supporting financial advisors. My career is guided by a deep commitment to the values that are crucial to this industry:1. Client-Centric Approach: I believe in putting clients first and ensuring their financial well-being. By working closely with financial advisors, I aim to empower them to provide the best possible guidance to their clients. 2. Integrity and Ethics: Upholding the highest standards of integrity and ethics is non-negotiable in financial services. I'm dedicated to ensuring that financial advisors have the tools and knowledge to act with honesty and transparency in every aspect of their work. 3. Continuous Learning: The financial industry is dynamic, and I understand the importance of staying updated with the latest trends and regulations. I'm committed to helping financial advisors access the resources and training they need to stay at the forefront of the industry. 4. Trust and Collaboration: Building trust and fostering collaborative relationships are at the core of what I do. I aim to create a supportive environment where financial advisors can learn, grow, and excel in their careers. 5. Innovation and Technology: The financial world is evolving, and I'm passionate about leveraging innovative technologies to make financial advisory services more efficient and accessible. I'm here to facilitate the adoption of cutting-edge tools and strategies that benefit both advisors and their clients. 6. Diversity and Inclusion: I believe that diversity is a strength in any industry. I'm dedicated to promoting diversity and inclusion within the financial service industry.My mission is to empower financial advisors to reach new heights in their careers while maintaining the highest standards of professionalism and ethical conduct. Let's work together to make a positive impact on the financial industry and the lives of the clients we serve. If you're a financial advisor looking to enhance your practice, let's connect. Together, we can navigate the complexities of the financial world and strive for excellence in all that we do.15720 Brixham Hill Ave. Suite 300Charlotte, NC 28277Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

Scott Smith's Current Company Details
Convergent Financial Partners

Convergent Financial Partners

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C.O.O - Convergent Financial Partners
Scott Smith Work Experience Details
  • Convergent Financial Partners
    C.O.O
    Convergent Financial Partners Aug 2024 - Present
    Charlotte, North Carolina, United States
  • Convergent Financial Partners
    Managing Partner
    Convergent Financial Partners Jul 2023 - Aug 2024
    Charlotte, North Carolina, United States
  • Prudential Financial
    Regional Director
    Prudential Financial Dec 2020 - Jul 2023
    United States
  • Prudential Financial
    Manager Financial Services
    Prudential Financial Jun 2016 - Dec 2020
    Charlotte, North Carolina Area
  • Prudential Financial
    Manager, Agency Training
    Prudential Financial Oct 2014 - Jun 2016
    Charlotte
  • State Farm
    Agent
    State Farm Jan 2013 - Oct 2014
    Charlotte, North Carolina Area
  • Scott Smith Agency
    Owner/Director
    Scott Smith Agency Jan 2004 - Dec 2012
    Monroe, Michigan

Scott Smith Education Details

Frequently Asked Questions about Scott Smith

What company does Scott Smith work for?

Scott Smith works for Convergent Financial Partners

What is Scott Smith's role at the current company?

Scott Smith's current role is C.O.O - Convergent Financial Partners.

What schools did Scott Smith attend?

Scott Smith attended University Of Toledo, Henry Ford College.

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