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.


Barron's Top 1200 Financial Advisors

Ryan B. Smith was recently named one of the Barron's Top 1200 Financial Advisors for 2018

The Barron’s Top 1200 names the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Rankings are based on assets under management, revenue generated by advisors for their firms, and the quality of the advisors’ practices. Barron’s examines regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Neither the brokerages nor the advisors pay a fee to Barron's in exchange for inclusion in the Barron's Top 1200.

Ryan B Smith, CFP®, ChFC®, CLU®, M.S.T.

Wealth Management Advisor

 

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