Profile
Mr. Michael G.
Smith is a Managing Director at Emerald Advisors LLC.
He brings a wealth of experience to client relationships that goes well beyond his over 15 years as a financial advisor.
He actually began investing as a teenager before embarking on a 24-year career in the U.S.
Navy.
He began his career as a financial advisor with UBS Financial Services in 2005, before joining Merrill Lynch as Senior Vice President and Wealth Management Advisor.
He holds a BS degree from Crichton College and an MBA from Regis University but says his years in the Navy were where he acquired his most valuable education and skills that have served him well in his second career.
He holds NASD Series 7 Securities and NASD Series 66 Broker Licenses, Health/Life and Insurance Licenses and is a Certified Private Wealth Advisor.
Mike Smith active positions
Companies | Position | Start |
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Emerald Advisors LLC
Emerald Advisors LLC Investment ManagersFinance Emerald Advisors LLC is an independent, SEC-registered investment adviser and multi-family office headquartered in Bellevue, Washington. The firm was founded by Michael “Mike” Smith in 2019. Emerald Advisors offers a variety of family office advisory services to wealthy families. | Chief Executive Officer | 2019-10-31 |
Training of Mike Smith
Victory University | Undergraduate Degree |
Regis University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Emerald Advisors LLC
Emerald Advisors LLC Investment ManagersFinance Emerald Advisors LLC is an independent, SEC-registered investment adviser and multi-family office headquartered in Bellevue, Washington. The firm was founded by Michael “Mike” Smith in 2019. Emerald Advisors offers a variety of family office advisory services to wealthy families. | Finance |
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