Cammy Smith

Role: CEO & President at Integrated Equity Management
Location: Miami-Fort Lauderdale, FL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Cammy Smith

I lead wealth management firms, clients, and businesses toward impact, sustainability…

Experience

CEO & President
Integrated Equity Management
Jan 2021 — Present
With 15 years of financial industry experience under my belt, I stepped into the CEO role at IEM in 2021. Following IEM’s values and legacy, my mission is to drive success by putting clients first, every time. I oversee operations and lead a team including financial advisors with $750MM* Assets Advisement. Together, we provide holistic financial planning and guide families for multi-generational wealth and security.*July 2021

Education

IE Business School
Master of Business Administration (MBA), International Business
2014 — 2015
University of Minnesota
Bachelor of Arts (B.A.) Spanish Studies, Carlson School of Management Business Management
2003 — 2006

Contact information

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Work email
•••••@integratedequity.net
Personal email
•••••@•••••.com
Direct dial
+13•••••••31

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Current company

Integrated Equity Management

Financial Services · 14 employees · Founded 1984 · Bloomington, Minnesota, United States

In 1984, Ted Smith co-founded IEM as he saw a need to help individuals, multi-generational families, & closely-held businesses reach their financial goals by providing comprehensive financial planning through an advice-based relationship. Today, IEM is a trusted wealth management firm that builds and implements forward-looking financial strategies that have both breadth & depth. As a member of our clients’ professional team, we coordinate with legal & tax advisors so that our combined efforts are aligned & designed to achieve our clients’ goals. IEM’s thoughtfully assembled team includes professionals with expertise in investment analytics, financial planning, retirement planning, small business transition, & more. A unifying characteristic of each team member is a dedication to helping our clients. Our team-based approach ensures that the collection of skills and knowledge at IEM is applied to every client’s unique situation. The products and services we use are also client-focused, carefully selected to meet our strict due diligence criteria. It is critical that our array of solutions, in addition to meeting our high standards, contains sufficient diversity so our Private Wealth Managers can construct just the right implementation plan for each client. Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. 7900 International Drive Suite 405, Bloomington, MN 55425. United States. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use:

integratedequity.net

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About Cammy Smith

Experience

CEO & President

Education

IE Business School

University of Minnesota

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