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

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

Examiner · DISC type cs
Private Wealth Advisor at Smith Capital Advisors - Northwestern Mutual Private Client Group
📍 Atlanta, Georgia, United States

Ryan is a highly-decorated Private Wealth Advisor with Smith Capital Advisors, affiliated with Northwestern Mutual. Recognized by both Forbes and Barrons as a top advisor, he holds CFP®, ChFC®, CLU®, and M. S. T. designations and has degrees from Brigham Young University and Georgia State University.

As an alumnus of both Brigham Young University and Georgia State University, he has strong ties to both the national BYU and local Atlanta academic communities. This may translate to an interest in alumni networks or university sports programs.

His team manages over $1. 3 billion in financial assets and he has been named to the Barrons “Top 1, 200 Financial Advisors” list.

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Experience
37 Years
Current Role
Private Wealth Advisor
Location
Atlanta, Georgia, United States
Personality Overview

How Ryan shows up

Late Adopter
Status Quo Seeker
Tough To Convince

They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Ryan cares about

Long-Term Investing
His practice's stated objective is to provide superior long-term investment results and he advocates for focusing on the long-term.
Comprehensive Wealth Planning
Specializes in integrating retirement, estate, education, life, disability, and long-term care planning to meet client accumulation and income needs.
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Career

Work history

3-1988
Private Wealth Advisor
Smith Capital Advisors - Northwestern Mutual Private Client Group
1-1988
Wealth Management Advisor
Northwestern Mutual Wealth Management Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
B.S.
Brigham Young University
M.S.
Georgia State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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