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

Phone 404-255-1700
Fax 404-255-1774
Mobile Phone 404-276-2584