Michael Scott Smith

Financial Advisor

Michael Smith joined Merrill Lynch Wealth Management in September of 2016. Prior to that, he was at Morgan Stanley for 14 years as a Financial Advisor and Portfolio Manager. Michael prefers fee-based discretionary portfolio management to help meet the financial goals of his clients. He has clients in many states, but especially Arizona, California,... show more

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Scott Smith's Knowledge

SPECIALTIES

Asset Management

College Planning

Comprehensive Financial Planning

Estate Planning

Health Insurance

Life Insurance

Long-Term Care

Retirement Planning

EDUCATION

Graduated from the American Graduate School of International Management.

Thunderbird in 1995 with a Master of International Management.

B.A. with honors in Business Administration & Management and Accounting & Finance from Oxford Brookes University in Oxford, England.

Certified Investment Management Analyst®.

ACCOMPLISHMENTS

Michael Scott Smith Reviews

What's Your Rating?

Contact Michael Scott Smith

Visit Website

303-689-8062

6400 S Fiddlers Green Cir

Englewood, CO 80111

Claim This Page Report Abuse

Information on this page is provided 'as is' and solely for informational purposes, not for any other purpose or advice. In addition, this information does not originate from us and thus, we do not guarantee its accuracy.

You can check the profile page of each professional or company to determine whether they are a paying advertiser (indicated by the word "sponsored"). Regardless of advertiser status, none of the listings, reviews, or other information on WalletHub constitutes, in any way, a referral or endorsement by us of the respective financial company or professional, or vice versa. Furthermore, it is important to note that the inclusion of a financial company or professional on WalletHub does not necessarily indicate their involvement with the site or control over the information that we display. Information is displayed first and foremost for the benefit of consumers.

Editorial and user-generated content on this page is not reviewed or otherwise endorsed by any financial institution. In addition, it is not the financial institution's responsibility to ensure all posts and questions are answered.