January 3, 2008—Wealth manager Mark Smith taught a professional seminar for financial advisors at the Raymond James Financial Services National Conference in Nashville.  Smith is founder and principal of M.J. Smith and Associates, based in Denver.

More than 300 financial advisors attended Smith’s presentation on portfolio design.   Smith also teaches professional financial planning continuing education classes for the Colorado Society of Certified Public Accountants and the American Institute of Certified Public Accountants. 

Smith is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Personal Financial Specialist, a Certified Investment Management Analyst, and a Certified Public Accountant.   In 2007 he was named the top independent financial advisor in Colorado by Barron’s and Registered Rep.   He and his firm have also been recognized by Wealth Manager, Financial Advisor, Bloomberg, Financial Planning, and Boomer magazines and by The Winner’s Circle, an independent advocacy organization, as one of the top wealth management firms in the U.S.
 
M. J. Smith and Associates currently manages more than $550 million for its clients.  Offering fee-based asset management services with a comprehensive financial planning approach that includes income tax planning, the firm is a registered investment advisor with the U.S. Securities and Exchange Commission. For more information call 303-768-0007 or visit http://www.mj-smith.com   Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC.

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