Marc Smith
Login to view DISC.Marc Smith is the President of I. M. Financial, where he focuses on guiding clients with custom financial strategies to maximize their wealth and lifestyles. A graduate of SUNY New Paltz, he is also a Financial Advisor of Park Avenue Securities.
He shows a keen interest in broader business strategy, sharing content focused on helping founders and professionals work "on" their business, not just "in" it, fostering a mindset of strategic growth and development beyond day-to-day operations.
Marc specializes in advanced estate planning techniques, including the use of Family LLCs to help clients minimize transfer taxes.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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