Mickey Smith, MBA, CFP®Winston Wealth Management, LLC
Phone: 336-397-2900 Mickey L. Smith, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™
Mickey specializes in advanced retirement and estate planning. His clients are typically looking for help in generating a dependable retirement income from their hard-earned savings and efficiently passing the remainder to their desired beneficiaries, all within a framework of being tax-efficient. His educational and professional background well equips him to advise his clients on a wide range of topics that may affect their financial lives.
· MBA in Finance from Wake Forest University
· CERTIFIED FINANCIAL PLANNER™ certificant
· FINRA Series 7 and 66 securities registrations through LPL Financial
· N.C. Life and Health Insurance licenses
Mickey was born and raised in the Winston-Salem area. He and his wife Robin have one son, Griffin, who provides them with an endless amount of previously unimagined love and joy.
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200 Ashford Center North Phone: 770-353-6400 |