M.J. Smith and Associates Employee Directory

Financial ServicesColorado, United States11-50 Employees

Since 1983, M.J. Smith and Associates has pursued a well-reasoned and rational approach to investment planning and wealth management during every market cycle and through each swing of the economic pendulum. We like to think we’re a source of respite for our clients, a place where they are reminded that the most rewarded financial virtues are patience, vigilance and intelligence – even as they confront some of life’s biggest financial challenges like navigating a divorce, selling a business or managing an inheritance. Calling on more than 90 years of combined investing experience, we strive to be your voice of financial reason. Our job is to mute hype, temper emotion, share knowledge and help exceptionally successful people become especially successful investors. M.J. Smith and Associates is an independent firm. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. M.J. Smith and Associates is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm. *Forbes ranking based on min 7 years of experience, weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices. **Barron's ranking based on assets under management, regulatory records, revenue generated, quality of practice and philanthropic work.

Sign up for free to view info

Company overview Email format