Andy Smith
Advisor to Millennials With Concentrated Equity | Simplifying Finances for Small Business Owners | Portfolio Management & Planning
- Role
- Tuba Player (Musician) 42r at Army National Guard
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Andy Smith
As an investment management professional, I focus on having my wealthy clients \"sleep well at night\" during their financial journey. My approach is centered on understanding each client\'s unique needs and aspirations, crafting personalized strategies that ensure growth and especially security.I am committed to lifelong learning and pursue educational opportunities to be at the forefront of industry developments. I am fully licensed financial professional with a Certified Investment Management Analyst designation. This allows me to provide my clients with the highest level of service and informed advice.Outside of finance, I find inspiration through playing music in and outside the military. I have performed in different ensembles around the world and have been recorded for various television, video games and live performances. The experiences with music and the military have instilled in me resilience and an appreciation for planning and adaptability. My true goal is to guide clients towards financial security and empower them to enjoy the wealth they have created. Let\'s connect and explore how you can \"sleep well at night\"!
Experience
Tuba Player (Musician) 42r
Feb 2014 — Present · Austin, TX, US
Section leader Tuba/Brass Quintet. Perform missions supporting Texas military operations and community outreach.
Education
Boston Conservatory at Berklee
Bachelor of Music, Tuba Performance
2008 — 2012
Marshfield High School
High School Diploma, General Education
2004 — 2008
The University of Texas at Austin
Master of Music, Tuba Performance
2013 — 2015
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