Kevin Smith

Kevin Smith Work

Financial Advisor

@ Mutual of Omaha

W

Founder and CEO

@ WealthCare Engineering, LLC

Financial Advisor

@ KeyBank

Kevin Smith Education

1991 - 1997 Bachelor's Degree in Psychology

University of North Carolina at Wilmington
1991 - 1996 Bachelor's Degree in Political Science and Government

University of North Carolina at Wilmington
1985 - 1989 High School in College Prep

Harnett Central

Kevin Smith Skills

Alternative InvestmentsEstate PlanningFinancial AdvisoryBankingNeeds AnalysisFixed AnnuitiesWealth Preservation PlanningIndexed AnnuitiesRetirement Income StrategiesRetirement PlanningFinancial PlanningSalesSpecial Needs AdvisorBuy SellAnnuitiesInvestmentsVariable AnnuitiesMortgage Protection401K Retirement Savings PlansFinanceRetirement Plan ConsultingWealth ManagementLife InsuranceMulti Generational Wealth TransferMicrosoft OfficeMicrosoft WordEntrepreneurshipRisk ManagementWealth AccumulationKey Person InsuranceCustomer ServiceLong Term CareDisability InsuranceSpecial Needs TrustsSuccession PlanningSmall BusinessMedicare SupplementsRetirement401 Retirement Savings PlansSeries 7 and 66 Licenses

Kevin Smith Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Kevin Smith currently works at WealthCare Engineering, LLC as Kevin Smith - Founder and CEO at WealthCare Engineering, LLC.

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