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Gary Smith
Gary Smith
Wealth Management Advisor, Vice President | Merrill Lynch
Ponte Vedra Beach, Florida, United States
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.
Gary Smith
Work Experience
Wealth Management Advisor, Vice President at
Merrill Lynch
September 2007 - Present
Financial Advisor at
AG Edwards
November 1998 - September 2007
Insurance Agent at
MassMutual
December 1982 - September 1998
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
***********@ml.com
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