CONSORTIUM MEMBER SINCE 2003

Mickey Smith

MBA, CFP®

Winston Wealth Management, LLC
1255 Creekshire Way, Suite 240
Winston-Salem, NC 27103

Phone  |  336-397-2900
Fax  |  336-397-2901
E-mail  |  Mickey@WinstonWealth.com
www.winstonwealthmanagement.com



Member Profile

Client Vision

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.


Areas of Expertise

  • Advanced Retirement & Estate Planning


Education/Certification

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Master of Business Administration in Finance, Wake Forest University
  • Holds FINRA Series 7 & 66 securities registrations through LPL Financial
  • Holds North Carolina Life & Health Insurance licenses


Outside The Office

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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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.