Brett Smith Email & Phone Number

Brett Smith Work

Co-Founder, Private Wealth Management Advisor

@ Upstate Legacy Planning Group

Field Force Officer

@ United States Military Academy

Owner

@ Living Word Bookstore

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 Unlock

Personal email ●●●●●●●●@gmail.com Unlock

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Frequently Asked Questions about Brett Smith

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What company does Brett Smith work for?

Brett Smith currently works at Upstate Legacy Planning Group.

What industry does Brett Smith work in?

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Where is Brett Smith located?

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

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Brett Smith