Joseph Smith
- Role
- Financial Consultant Husband Father Nonprofit Board Director at Equitable Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Joseph Smith
Joseph is passionate about financial literacy and providing a truly holistic planning…
Experience
Financial Consultant Husband Father Nonprofit Board Director
Jan 2020 — Present
Team based Comprehensive Planning Financial Planning Estate Planning Retirement Planning Wealth Management Education Savings Risk Management and Insurance Business Succession Planning Tax-Advantaged Investment Strategies 401k Rollovers Pension Maximization Planning Managed IRA Restricted Stock Planning
Education
University of Washington
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Skills
- Traditional Ira
- Risk Management and Insurance
- Mutual Funds
- Team Mentoring
- 401k
- Medical Device Sales
- Permanent Life Insurance
- Pharmaceutical Sales
- Negotiation
- Wealth Management
- Bonds
- Referrals
- Outside Sales
- Term Life Insurance
- Finance
- Business Development
- Estate Planning
- Business Deals
- Buy Sell Agreements
- Variable Life
- Variable Annuities
- Investments
- Key Man Insurance
- Non Profit
- Health Insurance
- Single Premium Immediate Annuities
- Equities
- Retirement Planning
- 529 Plans
- Education Savings
- Team Building
- Registered Nurses
- Seminar Marketing
- Tax-Advantaged Investment Strategies
- Disability Insurance
- Asset Managment
- 401k Rollovers
- Asset Allocation
- Sales Management
- Profit Sharing
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