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portrait of Nathan A Smith
FINANCIAL ADVISOR

Nathan A Smith

CEPA®, AAMS™
19875 Southwest Fwy, Suite 270, Sugar Land, TX 77479opens in a new window
Accepting New Clients
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About Nathan

I value personal relationships and I am passionate about partnering with you to help you obtain your financial goals. I believe in educating and simplifying your financial life and providing tailored solutions for your family or individual needs.

Whether your goal is to retire early, reduce taxes, educate your children or leave a legacy, I will work with you to understand what is important to you. For your more complex needs, I will partner with you, your attorney and your CPA to address every facet of your individual financial picture

My first experience with Edward Jones was as a client. After serving...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas A&M UniversityMaster of Business Admin
  • Truman State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Photography
  • Baseball
  • Gardening

Team Members

  • Ann Dodson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(832) 886-0012

Fax

(833) 484-7985

Office Address

19875 Southwest Fwy
Suite 270
Sugar Land, TX 77479opens in a new window

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