Marcus Smith

Background

About Marcus Smith

I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals. I have over 12 years experience in financial services. Prior to this role I was a Financial Advisor at Morgan Stanley. I joined J.P. Morgan in 2018. I hold the required FINRA series7, 66 with life & health insurance licenses. I graduated from the University of Michigan - Flint with a Bachelor of Arts degree in Business. I am located in the general Tampa Bay area. I enjoy spending spending time with my wife & two sons, I am also hacking my way across a golf course as I continue my pursuit to shoot under 90 strokes. I can help with many financial needs, including: Creating a strategy toward your financial goals while maximizing your life Managing through life changes & balancing multiple goals simultaneously Planning for retirement on your terms Tax planning to potentially minimize future tax obligations in coordination with your tax professional