Ryan B Smith, CFP®, ChFC®, CLU®, M.S.

Wealth Management Advisor

Professional

I have been helping individuals realize their financial goals since 1981. I earned a bachelor's degree in financial and estate planning and a master's degree in taxation

For six years, I worked with a privately owned financial services firm that worked with high income, high net worth families that lived across the United States. During that time, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.

In 1988, I became a Northwestern Mutual Financial Representative and started working with senior executives, professionals, and business owners in Atlanta. Although the majority of our clients reside in Georgia, we have clients who reside across the United States.

My associates and I find great satisfaction in assisting our clients achieve personal financial security through the establishment and implementation of written financial plans, which then are funded with world-class insurance products and internationally recognized investment services. Our core service is professional asset management.

Company Standing

I have been a top-10 investment producer, company-wide, out of more than 7,000 financial representatives since 2002 and the second ranked investment producer in 2007-2014. Currently I am the top ranked investment producer.

 
 
 

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