Win Smathers
CEO at Shorebridge Wealth Management, LLC
- Role
- Registered Principal, Branch Manager at Shorebridge Wealth Management, LLC
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Win Smathers
Specialties: AREAS OF FOCUS:*Fee based discretionary and non discretionary…
Experience
Registered Principal, Branch Manager
Shorebridge Wealth Management, LLC
Jun 2013 — Present · Pittsburgh, PA, US
Oversees branch operations, compliance, marketing and recruiting.
Education
The Securities Industry Institute - The Wharton School
SIFMA/Wharton Certificate
1996 — 1998
Dickinson College
Bachelor of Arts - BA, Economics
1986 — 1990
College for Financial Planning
CFP® Certification Professional Education Program, Financial Planning
1996 — 1998
Fi360
Accredited Investment Fiduciary® (AIF®)
2019 — 2019
Skills
- Retirement Income Strategies
- Finance
- Derivatives
- Trading
- Retirement Planning
- Strategic Planning
- Retirement
- Financial Planning
- Investment Advisory
- Risk Management
- Equities
- Wealth Management
- Investment Strategies
- Investment Management
- Investments
- Strategic Financial Planning
- Portfolio Management
- Mutual Funds
- Securities
- Insurance
- Financial Markets
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