David A. Smith
Managing Partner at Smith, Moses and Cozad, LLC; Osaic Wealth, Inc.
- Role
- Smith, Moses and Cozad Llc at Osaic
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About David A. Smith
Certified Financial Planner with 30+ years of experience in the financial planning…
Experience
Smith, Moses and Cozad Llc
Present
Education
The American College
Master's of Science
1997 — 2006
Wright State University
Bachelor's of Science
1983 — 1986
Skills
- Insurance
- Securities
- Estate Planning
- Series 7
- Financial Services
- Investment Management
- Investment Strategies
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Finance
- Retirement
- Strategic Financial Planning
- Wealth Management
- Investment Advisory
- Investments
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