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Smith honored as wealth manager

December 1, 2013
Messenger News

Mark J. Smith, president of M.J. Smith and Associates, in Colorado, was named a Five Star Wealth Manager for 2013.

Smith is a Fort Dodge native.

Wealth managers selected are credentialed as an investment advisory representative, a FINRA-registered representative, a CPA or a licensed attorney; actively employed as a credentialed professional in the financial services industry for a minimum of five years; have a favorable regulatory and complaint history; have fulfilled their firm review based on internal firm standards, and are accepting new clients.

Smith has more than 30 years of experience as a wealth manager.

 
 

 

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