Shane Smith, Cfa Cfp®
AeroLeads people directory · profile

Shane Smith, Cfa Cfp® Email & Phone Number

Financial Advisor at Quality Financial Concepts
Location: Maryville, Tennessee, United States 3 work roles 1 school
LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Quality Financial Concepts
Role
Financial Advisor
Location
Maryville, Tennessee, United States
Company size
12 employees

Who is Shane Smith, Cfa Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Shane Smith, Cfa Cfp® is listed as Financial Advisor at Quality Financial Concepts, a with 12 employees, based in Maryville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Shane Smith, Cfa Cfp®.

Shane Smith, Cfa Cfp® previously worked as Registered Assistant at Quality Financial Concepts and Junior Accountant at American City Bank. Shane Smith, Cfa Cfp® holds Bachelor'S Degree, Accounting from The University Of Tennessee At Chattanooga.

Company email context

Email format at Quality Financial Concepts

This section adds company-level context without repeating Shane Smith, Cfa Cfp®'s masked contact details.

Quality Financial Concepts

Review company-level records connected to Shane Smith, Cfa Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Shane Smith, Cfa Cfp®

Shane Smith, Cfa Cfp® is a Financial Advisor at Quality Financial Concepts. He possess expertise in wealth management, customer service, investments, tax research, insurance and 5 more skills.

Listed skills include Wealth Management, Customer Service, Investments, Tax Research, and 6 others.

Current workplace

Shane Smith, Cfa Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Quality Financial Concepts
Quality Financial Concepts
Financial Advisor
maryville, tennessee, united states
Website
qualityfinancial.com
Employees
12
AeroLeads page
Company profile
View company profile Email format
3 roles

Shane Smith, Cfa Cfp® work experience

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

Junior Accountant

American City Bank
Jan 2011 - Jul 2011
Team & coworkers

Colleagues at Quality Financial Concepts

Other employees you can reach at qualityfinancial.com. View company contacts for 12 employees →

JE Janie E. Janie E. Colleague at Quality Financial ConceptsCanada View → MB Maggie Baldy Maggie Baldy Colleague at Quality Financial ConceptsMaryville, Tennessee, United States View → TH Teresa Horn Teresa Horn Colleague at Quality Financial ConceptsMaryville, Tennessee, United States View → CT Christian Taylor, Acom Christian Taylor, Acom Colleague at Quality Financial ConceptsKnoxville Metropolitan Area, United States View → DH Doug Horn, Cfp® Doug Horn, Cfp® Colleague at Quality Financial ConceptsMaryville, Tennessee, United States View → JB Jennifer Braun Jennifer Braun Colleague at Quality Financial ConceptsFarragut, Tennessee, United States View → TD Thaddeus Danson Thaddeus Danson Colleague at Quality Financial ConceptsKnoxville Metropolitan Area, United States View →
1 education record

Shane Smith, Cfa Cfp® education

FAQ

Frequently asked questions about Shane Smith, Cfa Cfp®

Quick answers generated from the profile data available on this page.

What company does Shane Smith, Cfa Cfp® work for?

Shane Smith, Cfa Cfp® works for Quality Financial Concepts.

What is Shane Smith, Cfa Cfp®'s role at Quality Financial Concepts?

Shane Smith, Cfa Cfp® is listed as Financial Advisor at Quality Financial Concepts.

Where is Shane Smith, Cfa Cfp® based?

Shane Smith, Cfa Cfp® is based in Maryville, Tennessee, United States while working with Quality Financial Concepts.

What companies has Shane Smith, Cfa Cfp® worked for?

Shane Smith, Cfa Cfp® has worked for Quality Financial Concepts and American City Bank.

Who are Shane Smith, Cfa Cfp®'s colleagues at Quality Financial Concepts?

Shane Smith, Cfa Cfp®'s colleagues at Quality Financial Concepts include Janie E., Maggie Baldy, Teresa Horn, Christian Taylor, Acom, and Doug Horn, Cfp®.

How can I contact Shane Smith, Cfa Cfp®?

You can use AeroLeads to view verified contact signals for Shane Smith, Cfa Cfp® at Quality Financial Concepts, including work email, phone, and LinkedIn data when available.

What schools did Shane Smith, Cfa Cfp® attend?

Shane Smith, Cfa Cfp® holds Bachelor'S Degree, Accounting from The University Of Tennessee At Chattanooga.

What skills is Shane Smith, Cfa Cfp® known for?

Shane Smith, Cfa Cfp® is listed with skills including Wealth Management, Customer Service, Investments, Tax Research, Insurance, Fixed Income, Equities, and Life Insurance.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.