![Stacy Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Ms. Stacy Smith is Financial Planner at Creative Planning, Inc. She joined Creative Planning in July 2013.
Prior to joining Creative Planning, Ms. Smith gained 12 years of industry experience advising clients with one of the country's largest financial planning firms.
She believes building meaningful, open, long-term relationships is the key to success.
she was previously employed as Senior Paraplanner at Ameriprise Financial Services, Inc.
Eerdere bekende functies van Stacy Smith
| Bedrijven | Functie | Einde |
|---|---|---|
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31-12-2012 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Portefeuillebeheerder-Aandelen | - |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
