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Gary Smith

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Gary Smith

Wealth Management Advisor, Vice President | Merrill Lynch

Ponte Vedra Beach, Florida, United States

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Gary Smith

Summary

Gary Smith is a seasoned Wealth Management Advisor with over four decades of experience in the financial services industry, specializing in retirement planning and wealth management strategies. He has been instrumental in helping clients navigate their financial lives through a meticulous planning process that emphasizes understanding individual values and objectives. Gary's career began in 1982, and he has been with Merrill Lynch Wealth Management since 2007, where he currently holds the position of Vice President. He is known for his disciplined approach and commitment to serving a select clientele, ensuring personalized service and attention to detail. In addition to his advisory role, Gary has contributed to the financial community by authoring articles and a weekly column on financial topics. Outside of work, he enjoys sports like golf, pickleball, and tennis, and cherishes his time with his wife and five children.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Gary Smith

Work Experience

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Wealth Management Advisor, Vice President at

Merrill Lynch

September 2007 - Present

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Financial Advisor at

AG Edwards

November 1998 - September 2007

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Insurance Agent at

MassMutual

December 1982 - September 1998

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Gary Smith

Education

Antioch College (suspended operation June 2008; planned re-opening in 2012), Master's Degree

January 1973 - January 1974

Allegheny College, Bachelor's Degree

January 1970 - January 1973

Frequently Asked Questions about Gary Smith

What is Gary Smith email address?

Gary Smith's primary email address is ***********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Gary Smith work for?

Gary Smith is a Wealth Management Advisor, Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Gary Smith graduated from?

Gary Smith holds a degree in from Antioch College (suspended operation June 2008; planned re-opening in 2012).

How can I directly contact Gary Smith?

To contact Gary Smith directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.

Who is Gary Smith?

Gary Smith is a seasoned Wealth Management Advisor with over four decades of experience in the financial services industry, specializing in retirement planning and wealth management strategies. He has been instrumental in helping clients navigate their financial lives through a meticulous planning process that emphasizes understanding individual values and objectives. Gary's career began in 1982, and he has been with Merrill Lynch Wealth Management since 2007, where he currently holds the position of Vice President. He is known for his disciplined approach and commitment to serving a select clientele, ensuring personalized service and attention to detail. In addition to his advisory role, Gary has contributed to the financial community by authoring articles and a weekly column on financial topics. Outside of work, he enjoys sports like golf, pickleball, and tennis, and cherishes his time with his wife and five children.

Gary`s contact details

mail

***********@ml.com

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