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Crpc Doug Smith
Crpc Doug Smith
Vice President/Financial Advisor | McAdam Financial
Saint Augustine, Florida, United States
Crpc Doug Smith
Summary
Doug Smith is an accomplished Vice President and Financial Architect at McAdam Financial, specializing in wealth management and financial advisory services. With over 15 years of experience in the financial sector, he has held various roles, including Senior Manager and Wealth Management Advisor, showcasing his deep understanding of financial markets and client needs. Doug's career trajectory reflects a commitment to excellence and a strategic approach to financial planning, helping clients navigate complex financial landscapes. His educational background in Business/Corporate Communications from Villanova University enhances his ability to communicate effectively with clients and stakeholders. Doug's leadership experience and entrepreneurial spirit are evident from his previous role as the Owner of Atlas Recruiting. He is passionate about leveraging financial technology to innovate and improve service delivery in the financial advisory space. Outside of work, Doug is likely to engage with community initiatives and professional development, reflecting his dedication to both personal and professional growth.
Crpc Doug Smith
Work Experience
Vice President/Financial Advisor at
McAdam Financial
January 2024 - Present
Senior Manager at
McAdam Financial
September 2021 - January 2024
Wealth Management Advisor at
McAdam Financial
November 2020 - September 2021
Wealth Management Advisor at
Tiaa Cref
March 2018 - November 2020
Senior Financial Consultant at
Td Ameritrade
November 2016 - March 2018
Investment Consultant at
Td Ameritrade
October 2016 - November 2016
General Agent at
McAdam Financial
September 2008 - October 2016
Owner at
Atlas Recruiting
August 2006 - January 2008
Crpc Doug Smith
Education
Villanova University, Bachelor Of Arts (B.A.)
January 1998 - January 2002
Upper Merion
Frequently Asked Questions about Crpc Doug Smith
What is Crpc Doug Smith email address?
Crpc Doug Smith's primary email address is **********@mcadamfa.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Crpc Doug Smith work for?
Crpc Doug Smith is a Vice President/Financial Advisor at McAdam Financial, a company specializing in Monetary Authorities-Central Bank.
Where Crpc Doug Smith graduated from?
Crpc Doug Smith holds a degree in Business/Corporate Communications from Villanova University.
How can I directly contact Crpc Doug Smith?
To contact Crpc Doug Smith directly, you can use the email address **********@mcadamfa.com. Complete contact information is available upon registration with Muraena.
Who is Crpc Doug Smith?
Doug Smith is an accomplished Vice President and Financial Architect at McAdam Financial, specializing in wealth management and financial advisory services. With over 15 years of experience in the financial sector, he has held various roles, including Senior Manager and Wealth Management Advisor, showcasing his deep understanding of financial markets and client needs. Doug's career trajectory reflects a commitment to excellence and a strategic approach to financial planning, helping clients navigate complex financial landscapes. His educational background in Business/Corporate Communications from Villanova University enhances his ability to communicate effectively with clients and stakeholders. Doug's leadership experience and entrepreneurial spirit are evident from his previous role as the Owner of Atlas Recruiting. He is passionate about leveraging financial technology to innovate and improve service delivery in the financial advisory space. Outside of work, Doug is likely to engage with community initiatives and professional development, reflecting his dedication to both personal and professional growth.
Crpc`s contact details
**********@mcadamfa.com
Colleagues
Senior Vice President
Vice President / Team Lead
Executive Vice President & Certified Financial Planner
Vice President
Vice President
President & CEO
Senior Vice President
Vice President of Advisor Development - Team Lead
Vice President
Vice President