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Crpc Doug Smith

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Crpc Doug Smith

Vice President/Financial Advisor | McAdam Financial

Saint Augustine, Florida, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Crpc Doug Smith

Work Experience

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Vice President/Financial Advisor at

McAdam Financial

January 2024 - Present

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Senior Manager at

McAdam Financial

September 2021 - January 2024

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Wealth Management Advisor at

McAdam Financial

November 2020 - September 2021

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Wealth Management Advisor at

Tiaa Cref

March 2018 - November 2020

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Senior Financial Consultant at

Td Ameritrade

November 2016 - March 2018

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Investment Consultant at

Td Ameritrade

October 2016 - November 2016

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General Agent at

McAdam Financial

September 2008 - October 2016

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Owner at

Atlas Recruiting

August 2006 - January 2008

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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

mail

**********@mcadamfa.com

Colleagues

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Cfp Shane Sweigart

Senior Vice President

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Cfp Parker Moody

Vice President / Team Lead

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Phil Simonides Cfp

Executive Vice President & Certified Financial Planner

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Robert Stark

Vice President

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Michael Mcadam

President & CEO

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Cfp Kristen Koonce

Senior Vice President

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Awma Morgan Murphy Iv

Vice President of Advisor Development - Team Lead

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