Paul Smith

About Paul Smith

As a partner at Physician’s Resource Services, I’m privileged to help physicians across the state of Texas with comprehensive financial planning and asset protection services. As a financial advisor, I hold several professional designations and licenses and have extensive experience in a number of financial disciplines. In order to stay on top of my field and provide the best possible service to my clients, I regularly attend industry training and certification programs on subjects such as investment management, insurance and estate planning. Prior to my work in the financial services industry, I graduated with a bachelor’s degree from Texas State University and went on to earn a Chartered Financial Consultant (ChFC®) designation from The American College, a Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards and, most recently, a Master of Science in Financial Services (MSFS) from The American College. In my free time, I enjoy serving on the Community Action Board for the Helping Hand Home for Children and volunteering at the Christi Center. I also enjoy spending time with my wife, Heather, and our two children. To learn more about what I do and how I may be of service to your business or family, I invite you to connect with me here on LinkedIn or visit our website at PhysiciansRS.com. Advisory services offered through PRS Investment Advisors, A Member of Advisory Services Network, LLC. Insurance products, accounting and tax preparation services offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated.

Experience

1. Financial Advisor

   Physician\'s Resource Services

   Jun 2019 — Present · Austin, TX, US

   PRS Investment Advisors combines the expertise of professional investment management with the service and guidance of your PRS Investment Advisor. We analyze your overall investment goals, risk tolerance and liquidity needs to create the right investment portfolio allocation consisting of non-proprietary mutual funds, ETFs or separately managed account stock portfolios that are most appropriate for your investment needs. We assist in asset allocation, security selection, rebalancing and account monitoring of your investment portfolio to ensure the portfolio’s strategy remains aligned with your investment objectives-Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC

Education

• The American College of Financial Services

  MSFS - Master of Science in Financial Services

• Texas State University at San Marcos

  Bachelor's Degree, Psychology

  1994 — 1998