Broker Check
Steve Smith

Steve has over 30 years extensive experience in retirement planning, investments and insurance consulting.  Steve does benchmarking of personal investments, transitioning clients from accumulation to distribution of assets.  He also provides wealth management services.

Steve is a graduate of the University of Tennessee and holds a Bachelors of Science degree in Business Administration.  He holds Securities License Series 6, 26, and 63, 65, OSJ Principal and is an Investment Advisor Representative.