Mike Smith

Mike Smith

Chief Executive Officer at Emerald Advisors LLC

Consumer Services
Finance

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

CompaniesPositionStart
Chief Executive Officer 2019-10-31
All active positions of Mike Smith

Training of Mike Smith

Victory University Undergraduate Degree
Regis University Masters Business Admin

Experiences
Positions held

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Listed companies

Private companies

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Connections

18

1st degree connections

3

1st degree companies

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Linked companies

Private companies1

Finance

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