Brett Smith

Brett Smith

Brett Smith - Co-Founder, Private Wealth Management Advisor at Upstate Legacy Planning Group

Brett Smith Work

Brett Smith Education

  • 1999 - 2001 MBA in Finance & Strategic Management; Accounting & Entrepreneurship
    The University of Chicago Booth School of Business
  • 1990 - 1994 BS in Environmental Engineering
    United States Military Academy at West Point
  • 1985 - 1989 Diploma
    Richland Center High School

Brett Smith Skills

LeadershipEstate PlanningDevelopmentExecutive Benefit StrategiesConsultingFixed AnnuitiesRetirement SavingsMentoring TeamsWealth Preservation PlanningInsuranceLong Term Business PlanningRetirement PlanningTraining and DevelopmentSalesFinancial PlanningWealth Management ServicesRetirement BenefitsEducation FundingInvestmentsGroup InsuranceVariable AnnuitiesMentoringWealth PreservationRetirement Plan ConsultingStrategic PlanningFinancial ServicesAsset ProtectionWealth ManagementLife InsuranceMutual FundsBusiness PlanningDistribution ManagementInvestment StrategiesRisk AssessmentGroup Benefit PlansPublic CompaniesMarketingRisk ManagementNew Business DevelopmentStocksMilitary ExperienceTeam DevelopmentCertified Financial PlannerLong Term Business RelationshipsFinancial AnalysisDisability InsuranceLong Term Care InsuranceSuccession PlanningMoney Market AccountsPersonal FinanceTerm Life InsuranceProblem SolvingMarketing StrategyHealth InsuranceServicesFinancial AuditsEmployee BenefitsInvestment ManagementPowerPointPublic SpeakingHuman ResourcesFinanceMicrosoft OfficeMicrosoft WordMicrosoft ExcelTrainingCustomer ServiceManagementProject ManagementRecruiting

Brett Smith Contact Information

Work email●●●●●●●●@company.com
Personal email●●●●●●●●@gmail.com
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What company does Brett Smith work for?

Brett Smith currently works at Upstate Legacy Planning Group.

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Where is Brett Smith located?

Brett Smith is based in or around South Carolina, United States.

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