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Research Magazine's Advisor Hall of Fame Selects Mark Smith
Denver wealth manager one of five in U.S.
 
     

DENVER, Colo., January 5, 2010—Wealth manager Mark Smith of M.J. Smith and Associates in Denver is one of five financial advisors named to Research Magazine’s Advisor Hall of Fame in 2009.  Smith is the only Colorado advisor selected.    

 

According to the publication, those selected have passed a rigorous screening, have a minimum of 15 years in the industry, acquired substantial assets under management, demonstrate superior client service, and have earned recognition from their peers and the broader community. 

 

In addition to managing a top wealth advisory practice, Smith is committed to helping students overcome financial challenges and obtain educational goals.  Raised by a single mother who worked two waitress jobs to support her family, Smith received scholarships that helped him complete a college education.  As a result, he is strongly committed to helping others, especially children of low-income, single-parent families. 

 

“It was the generosity of others that allowed me to get my degree.  I knew if I ever had the chance to give back, I would.  I’m happy to return the favor,” Smith said. 

He established scholarships for college students who wish to pursue accounting and financial planning at Denver’s Metropolitan State University and Arapahoe Community College; the University of Iowa; and at Iowa Central Community College, where he delivered the commencement address in 2007.   

 

He has been a top-ranked* Raymond James advisor for over 20 years, and he presents practice management workshops to other financial planners. He also teaches continuing education courses for the Colorado Society of CPAs, and donates all proceeds to scholarships. 

 

Smith is a Certified Financial Planner™ practitioner, a Personal Financial Specialist, a Certified Investment Management Analyst, and a Certified Public Accountant.  M. J. Smith and Associates offers fee-based asset management services with a comprehensive financial planning approach, which includes income tax planning.  The firm is an independent 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.

 

*Ranking is based mainly on assets under management, education, credentials, and fiscal year production.  Requalification is required annually.





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