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Scott Smith, Financial Advisor

FINANCIAL ADVISOR
Scott K Smith

CFP®, CEPA®
2500 Legacy Drive, Suite 212, Frisco, TX 75034opens in a new window
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Energy Industry Professionals
  • Divorce Finances
  • Charitable Giving
  • Estate & Legacy Strategies

About Scott

As a financial advisor, I strive to be caring and empathetic, dedicated to understanding each client's personal story and financial aspirations. I provide heartfelt, personalized guidance to help clients navigate their financial journeys and achieve their dreams with confidence.

In 2011, I began my career with Edward Jones. My legacy aspirations are measured by the impact I've had in the lives of others. I tell my wife daily, I'm off to change the world today and I live by these principles.

Originally from Hobbs, NM, I was V.P. of Watson Truck and Supply, Inc. for 15 years before joining Edward Jones. I...

Work History

  • Edward JonesJune 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • College of the SouthwestMBA (Masters of Bus Admin)
  • Elon CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Golfing
  • Cooking

Team Members

  • Jeoffrey Dumas
    Registered Branch Associate
    FPQP®

Send Me a Message

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Office Information

Phone

(972) 335-9214

Fax

(866) 819-6445

Office Address

2500 Legacy Drive
Suite 212
Frisco, TX 75034opens in a new window

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