Worth Smith, Cfp®, Cpfa, Clu®

Worth Smith, Cfp®, Cpfa, Clu® Email and Phone Number

First Vice President, Wealth Management Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Worth Smith, Cfp®, Cpfa, Clu®'s Location
Fayetteville, North Carolina Metropolitan Area, United States
Worth Smith, Cfp®, Cpfa, Clu®'s Contact Details

Worth Smith, Cfp®, Cpfa, Clu® work email

Worth Smith, Cfp®, Cpfa, Clu® personal email

n/a
About Worth Smith, Cfp®, Cpfa, Clu®

As a third-generation financial advisor, I've seen firsthand how much 30 years of care and good advice can help families. I've had the privilege of hearing our clients tell me where they started and seeing where they are now. That's one of the reasons I love my job and what drives me to always give my best and to always be better. It's why I focus on my relationships with my clients-not just their financial statements. It's why I continue to build my skill set, earning the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Life Underwriter® designation, and the Certified Plan Fiduciary Advisor® designation. Whether I'm helping a family plan to retire or send a child to college, or helping a business customize its retirement plan, these are all ways that I can help people move toward their goals. Even in the small day-to-day decisions, I enjoy joining our clients in making the many little changes that get them closer to where they want to be. Of course, my life doesn't stop when I leave the office. My wife and I have two sons and a daughter who keep us very busy. I am also active in the Fayetteville Kiwanis Club, and Cape Fear Botanical Garden. Give me a call at 910-486-0434. I'd love to talk and find out how I can help!Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.CLU® and Chartered Life Underwriter® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.

Worth Smith, Cfp®, Cpfa, Clu®'s Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
First Vice President, Wealth Management Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Worth Smith, Cfp®, Cpfa, Clu® Work Experience Details
  • Merrill Lynch Wealth Management
    Wealth Management Advisor, First Vice President
    Merrill Lynch Wealth Management Mar 2011 - Present

Worth Smith, Cfp®, Cpfa, Clu® Skills

Security Selection Wealth Planning

Worth Smith, Cfp®, Cpfa, Clu® Education Details

  • Liberty University
    Liberty University
    Master'S Degree
  • Liberty University
    Liberty University
    Bachelor'S Degree

Frequently Asked Questions about Worth Smith, Cfp®, Cpfa, Clu®

What company does Worth Smith, Cfp®, Cpfa, Clu® work for?

Worth Smith, Cfp®, Cpfa, Clu® works for Merrill Lynch Wealth Management

What is Worth Smith, Cfp®, Cpfa, Clu®'s role at the current company?

Worth Smith, Cfp®, Cpfa, Clu®'s current role is First Vice President, Wealth Management Advisor.

What is Worth Smith, Cfp®, Cpfa, Clu®'s email address?

Worth Smith, Cfp®, Cpfa, Clu®'s email address is worth.smith@ml.com

What schools did Worth Smith, Cfp®, Cpfa, Clu® attend?

Worth Smith, Cfp®, Cpfa, Clu® attended Liberty University, Liberty University.

What skills is Worth Smith, Cfp®, Cpfa, Clu® known for?

Worth Smith, Cfp®, Cpfa, Clu® has skills like Security Selection, Wealth Planning.

Who are Worth Smith, Cfp®, Cpfa, Clu®'s colleagues?

Worth Smith, Cfp®, Cpfa, Clu®'s colleagues are Lumni Toska, Michael Firestone, Cfp®, Crpc®, Cpfa, Chip Oconnor, Catherine Mascarenhas, E. Daniel Kelley, Zhengbang Liu, Cecilia Leung.

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