Emily Smith
Assistant Vice President - Bis, Financial Advisor - Raymond James Financial Services @Busey
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WORK HISTORY
Assistant Vice President - Bis, Financial Advisor - Raymond James Financial Services @Busey
Bloomington, IL, US
Providing personalized financial guidance and investment advice to clients - analyzing financial situations, recommending suitable investment strategies, and assisting with retirement planning, wealth management, and estate planning.Building and maintaining strong client relationships while adhering to ethical standards and regulatory requirements.FINRA Series 7, Series 65, and Series 63Life and Heath Insurance Producer in Illinois, Indiana, Florida, and North Carolina.
EDUCATION
University of Illinois Urbana-Champaign
Communication, General
Parkland College
Associate of Science - AS, Business Administration
Eastern Illinois University
Bachelor of Science in Business, Business Administration
ABOUT EMILY SMITH
Financial professional helping individuals and families develop comprehensive financial strategies to map out their path to independence with purpose and an understanding of their aspirations, challenges, and values.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Busey Bank, Busey Investment Services, and Busey Wealth Management are not registered brokers/dealers and are independent of Raymond James Financial Services. For important disclosure information, please see \"Social Media Disclosure\" on the Raymond James website found in the \"Contact Info\" section.
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