Financial Advisor@ Edward Jones
Sarasota, Florida, United States
Chad Smith CFP®
GET FULL PROFILE 
Northern Kentucky University
Real-Time AI Research
FlashIntel GPT
Tell me more about Chad Smith CFP®?
FlashIntel GPTChad Smith CFP(r) is a Financial Representative at Fidelity Investments with 24.5 years of experience. He has a strong background in sales, investments, management, and risk management. Chad has worked at Edward Jones as a Financial Advisor and at Fidelity Investments as an Investment Consultant. He also has experience as a Licensed Insurance Agent at State Farm and as an Assistant Golf Professional. Chad is skilled in Microsoft Office, series 7, and process improvement. He is based in Sarasota, Florida.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Financial Representative at Fidelity Investments
Work Experience
Financial Advisor
Financial Services
Chad Smith CFP®'s Professional Milestones
- Licensed Insurance Agent (2011-01-01~2013-11-01): Negotiating complex insurance contracts efficiently and consistently, ensuring regulatory compliance and customer satisfaction.
- Financial Representative (2016-10-01~): Assisting in the construction of strategic financial plans, driving profitability and reducing costs.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
General
2004-2006Skill
Sales
Investments
Management
Microsoft Office
Series 7
Risk Management
Account Management
Process Improvement
Public Speaking
Financial Analysis
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Erika Gish
Product Owner | Collaborator | Project Management Experience
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Robyn Frederking, PMP, POPM
sr digital product owner at edward jones
Other Named Chad Smith CFP®
Frequently asked questions
We found 1 Chad Smith CFP®'s email addresses
We found 5 Chad Smith CFP®'s phone numbers
Chad Smith CFP®'s social media include: Linkedin,
Chad Smith CFP® works for Edward Jones
Chad Smith CFP®'s role in Edward Jones is Financial Advisor
Chad Smith CFP® works in the industry of Financial Services
Chad Smith CFP®'s colleagues are Barrett Feltmeier,Erika Gish,Sean Hawksford
Chad Smith CFP®'s latest job experience is Financial Advisor at Edward Jones
Chad Smith CFP®'s latest education in Northern Kentucky University
