Casey Smoot
Partner & Advisor @ Highcountry Wealth Management
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Ogden, UT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Casey Smoot
Strategist: I enjoy connecting business owners to opportunities that help their…
Experience
Wealth Management Advisor
Mar 2024 — Present · South Ogden, UT, US
Education
Brigham Young University - Idaho
Bachelor of Science
2010 — 2014
Skills
- Retirement
- Investments
- Life & Health Insurance Licenses
- Series 63
- Marketing
- Risk Management Planning
- Wealth Management
- Wealth Accumulation
- Series 6
- Insurance
- Roth Ira
- Customer Service
- Fixed Annuities
- Iras
- Strategic Planning
- Finance
- Retirement Planning
- Financial Analysis
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