Steve Smith
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Steve Smith Email & Phone Number

Managing Agent at Self-employed at Self-employed
Location: Chapel Hill, North Carolina, United States 19 work roles 3 schools
1 work email found @edwardjones.com 2 phones found area 800 and 504 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email s****@edwardjones.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Self-employed
Role
Managing Agent at Self-employed
Location
Chapel Hill, North Carolina, United States
Company size
1022 employees

Who is Steve Smith? Overview

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Quick answer

Steve Smith is listed as Managing Agent at Self-employed at Self-employed, a company with 1022 employees, based in Chapel Hill, North Carolina, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 800, 504, and a matched LinkedIn profile for Steve Smith.

Steve Smith previously worked as Managing Agent at Self-Employed and Managing Agent at Self-Employed. Steve Smith holds Mba, Finance/Marketing from Emory University.

Company email context

Email format at Self-employed

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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Steve Smith. Compare company email patterns before reaching out.

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Profile bio

About Steve Smith

Wealth Management Consulting AdvisorConnect with me using:

Current workplace

Steve Smith's current company

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

Self-employed
Self-Employed
Managing Agent at Self-employed
asheville, north carolina, united states
Website
equisfinancial.com
Employees
1022
AeroLeads page
Company profile
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19 roles · 44 years

Steve Smith work experience

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

Managing Agent

Current
Self-Employed

Chapel Hill, NC

Oct 2017 - Present

Managing Agent

Current
Self-Employed

Chapel Hill, NC

Oct 2017 - Present

Managing Agent

Current
Self-Employed

Chapel Hill, NC

Oct 2017 - Present

Field Underwriter

Current
Equis Financial

Chapel Hill, NC

Equis FinancialEquis Financial is the premier partnership of agents and agency builders. At Equis we truly are the agents' company, providing independent agents with all the tools and support needed to build a lasting and successful career in the insurance industry. Below are just a few of the reasons why Equis Financial has become the best opportunity for.

May 2016 - Present

Instructor/Tutor

Current
Kaplan Test Prep

I teach KAPLAN GMAT prep courses and conduct individual tutoring sessions for GMAT students. My students have gone on to complete GMAT and/or GMAC programs. My classes are fast-paced but we also have a good time while we learn!If you are interested in learning more about the KAPLAN Test program, visit www.kaptest.com.

Apr 2012 - Present

Cost Recovery Advisor

Current
Core Business Solutions

"Creating Cash Flow Is What We do" CORE Solutions Group, LLC is one of the nation's leading cost recovery consulting firms specializing in engineering- based cost segregation studies, property tax recovery, research & development tax credits, sustainable building energy studies and retrofits, and Green Guarantee funding programs. The CORE group is.

Mar 2013 - Present

Financial Analyst

Zm Financial Systems

Client Support, Training and Implementation Receiving and documenting client issue Patiently educate client on proper use of the product If product enhancement is necessary, specify enhancement for developers and work with them to complete and test the enhancement Load, run and validate client data prior to implementation Assist in on-site training and.

Mar 2015 - May 2016

Regional Account Executive

Fdm Media Corp

Raleigh-Durham, North Carolina Area

Business development, relationship management, SEM/SEO and digital marketing services for a full-service advertising agency.

May 2013 - May 2014

Contractor

Dmsrmw Associates

DMSRMW performs reviews of transit authorities on behalf of the FTA.

Oct 2010 - Mar 2012

1St Vp Relationship Management

Cardinal State Bank
Jun 2004 - Dec 2005

Vp Commercial Lending

Ncnb
1986 - 1989 ~3 yrs
Team & coworkers

Colleagues at Self-employed

Other employees you can reach at equisfinancial.com. View company contacts for 1022 employees →

BG Brad Groenheide Brad Groenheide Colleague at Self-EmployedHolland, Michigan, United States, United States View → MP Mathew Porras Mathew Porras Colleague at Self-EmployedAmarillo, Texas, United States, United States View → PB Paul Balbuze Paul Balbuze Colleague at Self-EmployedAthens, Georgia, United States, United States View → DA Donna Adams Donna Adams Colleague at Self-EmployedOrange County, California, United States, United States View → SR Stephanie Reynolds Stephanie Reynolds Colleague at Self-EmployedGreenville-Spartanburg-Anderson, South Carolina Area, United States View → MS Milton Smith Milton Smith Colleague at Self-EmployedBlythewood, South Carolina, United States, United States View → SH Stephen Hite Stephen Hite Colleague at Self-EmployedHenrico, Virginia, United States, United States View → AB Anthonie Brown Anthonie Brown Colleague at Self-EmployedSpringfield, Massachusetts, United States, United States View → JT Joshua Turner Joshua Turner Colleague at Self-EmployedGreensboro, North Carolina, United States, United States View → MS Michelle Spradley Mbm Michelle Spradley Mbm Colleague at Self-EmployedNashville, Tennessee, United States, United States View →
3 education records

Steve Smith education

Education record

Needham Broughton
FAQ

Frequently asked questions about Steve Smith

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

What company does Steve Smith work for?

Steve Smith works for Self-employed.

What is Steve Smith's role at Self-employed?

Steve Smith is listed as Managing Agent at Self-employed at Self-employed.

What is Steve Smith's email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Steve Smith at Self-employed.

What is Steve Smith's phone number?

AeroLeads has found 2 phone signal(s) with area code 800, 504 for Steve Smith at Self-employed.

Where is Steve Smith based?

Steve Smith is based in Chapel Hill, North Carolina, United States while working with Self-employed.

What companies has Steve Smith worked for?

Steve Smith has worked for Self-Employed, Equis Financial, Kaplan Test Prep, Core Business Solutions, and Zm Financial Systems.

Who are Steve Smith's colleagues at Self-employed?

Steve Smith's colleagues at Self-employed include Brad Groenheide, Mathew Porras, Paul Balbuze, Donna Adams, and Stephanie Reynolds.

How can I contact Steve Smith?

You can use AeroLeads to view verified contact signals for Steve Smith at Self-employed, including work email, phone, and LinkedIn data when available.

What schools did Steve Smith attend?

Steve Smith holds Mba, Finance/Marketing from Emory University.

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