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Research Magazine's Advisor Hall of Fame Selects Mark Smith Denver wealth manager one of five in U.S. |
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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
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. Back to Newsroom |
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This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities Offered Through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA/SIPC |
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