Mark Smith, CFP®

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Mark Smith, CFP®

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Mark Smith, CFP®

Smith Financial Advisors Inc.

Mark founded Smith Financial Advisors Inc. in 2006 after over 30 years’ experience in financial services including Mergers & Acquisitions, Investment Banking and traditional Commercial Banking activities at Bank One. Smith Financial Advisors is a Registered Investment Advisor in the State of Illinois. The firm specializes in Investment management, financial planning, and retirement planning.

Prior to obtaining his Financial Planning Certificate at Northwestern University, Mark was a Managing Director in the Mergers & Acquisitions Department of Bank One Capital Markets. In that capacity Mark provided financial advisory services to management of small and large corporate customers of the Bank. Mark also was employed as a Senior Financial Analyst at Murphy Motor Freight Lines in St. Paul, Minn, and as a Surety Bond Underwriter with Chubb & Son, Inc.

Mark enjoys general aviation as a hobby and is an instrument-rated private pilot. He also owns a 1930 Packard Roadster, which has undergone a complete restoration. He resides in Wheaton with his wife, Nancy, and is an active member of the Rotary Club of Wheaton.

Education:
Financial Planning Certificate – Northwestern University
MBA – Finance and Accounting – J.L. Kellogg Graduate School of Management,
Northwestern University
BA – Physics – St. Mary’s University of Minnesota

Services
Investment Management
Financial Planning
Retirement Planning
Professional Designations
CERTIFIED FINANCIAL PLANNER™
practitioner
Registered Investment Advisor (RIA)
Membership & Associations
National Association of Personal Financial
Advisors (NAPFA)
Financial Planning Association (FPA)
Additional Info
Minimum Investable Assets –
Accepting New Clients
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