John Lewis Smallwood
Chief Executive Officer at Smallwood Wealth Investment Management LLC
Profile
Mr. John L.
Smallwood, Sr., is a Senior Wealth Advisor at Smallwood Wealth Investment Management LLC.
He is the President of the firm and provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals.
He received his undergraduate degree from Bentley University.
John Lewis Smallwood active positions
Companies | Position | Start |
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Smallwood Wealth Investment Management LLC
Smallwood Wealth Investment Management LLC Investment ManagersFinance Smallwood Wealth Investment Management LLC (dba Smallwood Wealth Management) is a SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded in 2017 by John Lewis Smallwood, Sr. Smallwood Wealth Management strives to help clients achieve financial independence and wealth protection with a process that provides access to a wide variety of wealth management tools. | Chief Executive Officer | - |
Training of John Lewis Smallwood
Bentley University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Smallwood Wealth Investment Management LLC
Smallwood Wealth Investment Management LLC Investment ManagersFinance Smallwood Wealth Investment Management LLC (dba Smallwood Wealth Management) is a SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded in 2017 by John Lewis Smallwood, Sr. Smallwood Wealth Management strives to help clients achieve financial independence and wealth protection with a process that provides access to a wide variety of wealth management tools. | Finance |
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