Willie Smith
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Willie Smith Email & Phone Number

Location: Temecula, California, United States 4 work roles 2 schools
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Role
Insurance Broker
Location
Temecula, California, United States

Who is Willie Smith? Overview

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Quick answer

Willie Smith is listed as Insurance Broker at Thrive Wealth Solutions (San Jose, CA), based in Temecula, California, United States. AeroLeads shows a matched LinkedIn profile for Willie Smith.

Willie Smith previously worked as Chief Executive Officer at Willie Smith Insurance Service and Master Sergeant at United States Marine Corps. Willie Smith holds Bachelor'S Degree, Business Administration And Management, General from University Of Phoenix.

Company email context

Email format at Thrive Wealth Solutions (San Jose, CA)

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Thrive Wealth Solutions (San Jose, CA)

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Profile bio

About Willie Smith

I Am Happy and Honored to Serve"If I've learned nothing else in the military and business and sales, its relationship relationship relationship! In today's business/financial world, there is always another product or another company making bigger and better promises. What there isn't a lot of, are advisors/planners who are invested and dedicated to doing the Right thing for their Clients. I believe that starts with actually Listening to your clients, and putting yourself in their shoes. Focus on taking care of your clients, and the rest will take care of itself.Area's I am passionate about: Family/Personal/Business Financial & Retirement Planning | Income Protection/Replacement | Tax Bracket Management | Social Security Maximization Strategies | ROTH/IRA Strategies | Deferred Compensation | 401K | 403b | 457 Plans | Executive Bonus | Rollovers | Annuities | Life Insurance Planning | Estate Creation/Protection | Pension Maximization | Systematic Retirement Planning | Establishing and maintaining relationships..

Listed skills include Leadership, Team Building, Php, Customer Service, and 2 others.

Current workplace

Willie Smith's current company

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Thrive Wealth Solutions (San Jose, CA)
Thrive Wealth Solutions (San Jose, Ca)
Insurance Broker
Temecula, CA, US
AeroLeads page
4 roles

Willie Smith work experience

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

Chief Executive Officer

Willie Smith Insurance Service

California, United States

You Need a Financial Plan or Insurance for your business! I want you to feel confident about us handling your finances. It takes years to build trust with your financial advisor. We want to build trust and invest in relationships. You don't need to know about dollar-cost averaging or RMDs. You just need to be an expert in you! Help us learn about your goals in life, and we'll help you learn about how to plan for them.

Master Sergeant

Camp Pendleton, Ca.

19883-1988, Supply Clerk- in Camp Pendleton, California. 1988-1990 Operations Chief and Pistol Instructor in Camp Lejeune, North Carolina. 1990-1996 Warehouse Chief in Okinawa, Japan. 1996-1999 Computer Programmer in Camp Lejeune, North Carolina. 1999-2002 Marine Corp Recruiter in Newport News, Virginia. 2002-2005 Accounting Chief in Hawaii. 2005-2008 Operations Manager in Okinawa, Japan. 2008-2010 Logistic Chief (Afghanistan in 2009).

Jul 1983 - Oct 2010
2 education records

Willie Smith education

FAQ

Frequently asked questions about Willie Smith

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

What company does Willie Smith work for?

Willie Smith works for Thrive Wealth Solutions (San Jose, CA).

What is Willie Smith's role at Thrive Wealth Solutions (San Jose, CA)?

Willie Smith is listed as Insurance Broker at Thrive Wealth Solutions (San Jose, CA).

Where is Willie Smith based?

Willie Smith is based in Temecula, California, United States while working with Thrive Wealth Solutions (San Jose, CA).

What companies has Willie Smith worked for?

Willie Smith has worked for Thrive Wealth Solutions (San Jose, Ca), Willie Smith Insurance Service, and United States Marine Corps.

How can I contact Willie Smith?

You can use AeroLeads to view verified contact signals for Willie Smith at Thrive Wealth Solutions (San Jose, CA), including work email, phone, and LinkedIn data when available.

What schools did Willie Smith attend?

Willie Smith holds Bachelor'S Degree, Business Administration And Management, General from University Of Phoenix.

What skills is Willie Smith known for?

Willie Smith is listed with skills including Leadership, Team Building, Php, Customer Service, Strategic Planning, and Military.

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