Smith Howard Wealth Management, Llc
Meet Smith and Howard Wealth Management. More than simply wealth management advisors, our team of enterprising, values-driven strategists combines a personalized approach, years of expertise and technology to help guide you toward your financial goals. Together, we’ll navigate the maze of issues that affect the growth and preservation of wealth to help you advance your personal mission. Explore our page and visit our website to learn more about who we are and what we do!
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Verified contacts
12
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
121
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JB
Julio Barahona
Director of Operations · Operations
EmailPhone - RK
Rob Kaercher
Wealth Manager · Finance & Accounting
EmailPhone - RB
Rupak Basu
Senior Audit Manager · Finance & Accounting
EmailPhone - LC
Lisa Curles
Portfolio Administrator in Wealth Management · Other
EmailPhone - MM
Michael Mueller
Senior Wealth Planner · Finance & Accounting
EmailPhone - BS
Brad Swinsburg
Chief Investment Officer · Finance & Accounting
EmailPhone - JB
Jeff Brandon
Senior Wealth Planner · Other
EmailPhone - EH
Elijah Hooker
Investment Analyst · Finance & Accounting
EmailPhone - SR
Stephanie Roberts
Sr Client Support Specialist · Customer/Client Service
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Smith Howard Wealth Management, Llc
10 distinct titles indexed · top 10 shown.
- 3senior wealth planner
- 1chief investment officer
- 1director of operations
- 1investment analyst
- 1portfolio administrator in wealth management
- 1salt associate
- 1senior audit manager
- 1sr client support specialist
- 1us accounting & salt associate | bookkeeping | payroll | ap & ar | financial statement review | growth-oriented professional
- 1wealth manager
Sign up to unlock all 12 contacts at Smith Howard Wealth Management, Llc
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