Kevin W.
Smith
Financial Advisor
Ready to focus on your financial goals?
I can help.
Together with solutions from Principal®, my 30+ years of experience, I can provide strategies to help business owners and individuals with their unique financial goals.
EXPERIENCE:
- Financial Services Professional over 30 years
- Joined Principal® in 2011
- Relationship-driven professional specializing in employee benefits, retirement planning, exit strategy, and investments to help business owners and individuals work towards financial freedom.
EDUCATION & CREDENTIALS:
- Bachelors of Business Administration with a major in Risk Management at The University of Georgia
- FINRA Series 6 and Series 63 securities registrations
- Member of the National Association of Health Underwriters (NAHU) and the Cobb Chamber of Commerce
- Past president of Atlanta Association of Health Underwriters (AAHU) and the Metro Alliance of Independent Insurance Agents (MAIIA)
INTERESTS:
- Family-centric and community service minded
- Enjoys playing tennis, golf, and gardening
