Whit  Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Whit Smith, CFP®

Financial Advisor

Ameriprise Financial Services, Inc.

213 Overlook Cir, Ste A2
Brentwood, TN 37027
FINANCIAL ADVISOR'S WEBSITE
(615) 234-7526 CONNECT WITH Whit
  • linkedin link

General

Whit Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Brentwood, TN and the surrounding communities.

Financial Advisor Overview

I’ll help you prepare for the expected - and the unexpected Enjoy life now while planning for tomorrow. I will work with you over time to help you plan to achieve your financial goals based on what is truly important to you – and adapt to any changes along the way. With our exclusive Confident Retirement® approach, I provide personalized financial advice and solutions across all areas of your financial life. And if there is anyone you care about who could benefit from a second set of eyes, I would be glad to help them. For more than 120 years Ameriprise has put clients first — which is why we are rated #1 in the investment industry in customer loyalty.

More

Financial Advisor Experience

25 years of experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA Insurance #0H33174
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources