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Michael Smith CPWA®

Managing director

Mike Smith brings a wealth of experience to client relationships that goes well beyond his almost 15 years as a financial advisor. He actually began investing as a teenager before embarking on a 24-year career in the U.S. Navy. Mike holds a BS degree from Crichton College and an MBA from Regis University but says his years in the Navy were where he acquired his most valuable education and skills that have served him well in his second career.

Although he joined the Navy life as an enlisted seaman, Mike was one of 400 enlisted personnel chosen out of 15,000 applicants for officer training. During his career he worked on surface ships, aircraft carriers and submarines, eventually retiring with the rank Lieutenant Commander.

Mike began his career as a financial advisor with UBS Financial Services in 2005, before joining Merrill Lynch as Senior Vice President and Wealth Management Advisor. Although his time with those gigantic financial institutions was important for his professional development, Mike believes that he can do the best job for his clients as an independent registered investment adviser (RIA).

He holds NASD Series 7 Securities and NASD Series 66 Broker Licenses, Health/Life and Insurance Licenses and is a Certified Private Wealth Advisor® (CPWA®).

3055 112th NE ste 206
Bellevue 98004

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