Repeatedly recognized by industry publications as one of the top wealth advisors in the U.S., Mark Smith is principal of M.J. Smith and Associates, a Denver wealth management firm.
In 2007, Smith was named the top independent financial advisor in Colorado by Barron’s. Of the Wall Street publication’s inaugural top 100, Smith ranked number one in Colorado and number 22 in the U.S. He was also named one of the top ten outstanding wealth advisors in America by Registered Rep., and that publication ranked him number one in the country based on revenues generated. Smith and his firm also have been recognized by Worth, Financial Planning, Registered Rep, Financial Advisor, Bloomberg Wealth Manager and Boomer magazines and by the Winner’s Circle, an independent advocacy organization, as one of the top financial planners in the country.
Smith is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Personal Financial Specialist, a Certified Investment Management Analyst, and a Certified Public Accountant. He was selected by the Colorado Society of Certified Public Accountants and the American Institute of Certified Public Accountants to teach investment and financial planning courses to its members for continuing education nationwide.
He was the top-ranked national advisor for Raymond James Financial Services, Inc., for four consecutive years, and was among the top three advisors every year for the past ten years. More than 4,700 independent advisors compete for the annual ranking award, which is based on assets managed and revenues generated. Smith has earned membership in the Raymond James Financial Services, Inc., Chairman’s Council, comprised of the organization’s top advisors, every year since 1988.
An accounting major at the University of Iowa, Smith holds a bachelor of business administration degree. He established M.J. Smith and Associates in 1983 after gaining experience at the international accounting firm Deloitte, Haskins & Sells. He also served as the director of income taxes for Affiliated Bankshares of Colorado, a 29-bank holding company, where he was in charge of all income tax-related matters for 37 corporations.
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