Win Smathers Email and Phone Number
Win Smathers work email
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Win Smathers personal email
Win Smathers phone numbers
Specialties: AREAS OF FOCUS:*Fee based discretionary and non discretionary portfolio management*Retirement income distribution strategies*Risk management insurance solutions for life, long term care, disability and longevity risk*Education funding strategies and solutions*Corporate retirement plan installation, plan review, trustee advice and employee investment education*Comprehensive financial planning Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. Our advisers provide traditional portfolio management, investment advisory and financial planning services and strive to deliver exceptional client service. Through leveraging our relationship with Raymond James Financial Services, we gain access to their deep bench of experienced wealth services professionals to provide our clients with trust services, insurance, estate planning and lending solutions. Our local team combines institutional research expertise and experienced investment advisors to provide customized financial and portfolio strategies helping clients realize their unique objectives. At Shorebridge, we believe in serving clients of all wealth levels. Our satisfaction comes from helping people improve their lives through prudent investing and sound planning that spans a lifetime.Office Location:600 Waterfront Dr.Suite 125Pittsburgh, PA 15222412.742.4856
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Managing DirectorShorebridge Wealth Management, Llc Jun 2013 - PresentGreater Pittsburgh AreaCo-founder and partner. Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Finanacial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
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Registered Principal, Branch ManagerRaymond James Financial Services, Inc. - Member Finra/Sipc Jun 2013 - PresentGreater Pittsburgh AreaOversees branch operations, compliance, marketing and recruiting. -
Managing DirectorHunter Associates, Inc. Jan 1993 - Jun 2013Greater Pittsburgh AreaShareholder and management committee member responsible for day to day operations and long term strategic planning for the firm. Responsible for portfolio management, investment strategy and planning for his practice.
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Banking OfficerMeridian Bank Sep 1990 - Jan 1993Reading, Pennsylvania AreaField Auditor for secured lending
Win Smathers Skills
Win Smathers Education Details
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The Securities Industry Institute - The Wharton SchoolSifma/Wharton Certificate -
Financial Planning -
Fi360Accredited Investment Fiduciary® (Aif®)
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Economics
Frequently Asked Questions about Win Smathers
What company does Win Smathers work for?
Win Smathers works for Shorebridge Wealth Management, Llc
What is Win Smathers's role at the current company?
Win Smathers's current role is CEO at Shorebridge Wealth Management, LLC.
What is Win Smathers's email address?
Win Smathers's email address is sm****@****ewm.com
What is Win Smathers's direct phone number?
Win Smathers's direct phone number is 141268*****
What schools did Win Smathers attend?
Win Smathers attended The Securities Industry Institute - The Wharton School, College For Financial Planning, Fi360, Dickinson College.
What are some of Win Smathers's interests?
Win Smathers has interest in Children, Health.
What skills is Win Smathers known for?
Win Smathers has skills like Portfolio Management, Retirement Income Strategies, Financial Planning, Risk Management, Equities, Retirement, Financial Markets, Investments, Insurance, Trading, Strategic Planning, Strategic Financial Planning.
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