Brandon Smith
Financial Advisor | Planner @ Professional Financial Management, Inc.
- Role
- Financial Advisor Planner at Professional Financial Management, Inc
- Location
- Bozeman, MT, US
- LinkedIn followers
- 500 followers
About Brandon Smith
I have a strong desire for improving the lives of others and feel business is indeed personal. My work allows me to help individuals and their families navigate uncertainties surrounding a very personal element of their lives—money. I believe in a transparent and uncomplicated approach as an advisor, helping my clients reduce stress and realize their life goals. Working at a fee-only fiduciary firm, I am proud of the work we do and look forward to cultivating intentional relationships.Outside the office, I enjoy exploring the great state of Montana with my family. From the Southwestern mountains to the Northeastern prairies, I find solace in the beauty of nature. In the evenings you may find us working in the garden, on a local trail or spooking trout.
Experience
Financial Advisor Planner
Professional Financial Management, Inc
Nov 2014 — Present · Bozeman, MT, US
Education
The University of Montana - College of Business
Graduate Coursework, Business Administration and Management, General
College for Financial Planning
Master of Science - MS, Personal Financial Planning
University of Southern Indiana
Bachelor of Science - BS, Accounting and Finance
Skills
- Portfolio Management
- Strategic Planning
- Accounting
- Finance
- Banking
- Saas
- Investments
- Cloud Computing
- Financial Analysis
- Crm
- Financial Reporting
- Mergers & Acquisitions
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