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Rick Smidt, Financial Advisor

FINANCIAL ADVISOR
Rick Smidt

902 Colorado Avenue, Glenwood Springs, CO 81601opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities
  • Portfolio Reviews

About Rick

My exciting career in finance began in 1989 when I joined Merrill Lynch as a cashier and wire operator. It was here that I began to learn the basics of how financial advisors interact with their clients and how the financial markets work. What a great experience it was! My post Merrill Lynch work experience continued as I later joined Charles Schwab Institutional, Oppenheimer, Alpine Bank and then Edward Jones in Glenwood Springs. My formal college education allowed me to achieve degrees in business, science and photography.

As I reflect on my 32-plus years in finance, I realize that this invaluable...

Work History

  • Edward JonesOctober 2014 to Current

Education

  • Cypress CollegeCertificate
  • University of AtlantaBachelors

Team Members

  • Karen King
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(970) 945-4172

Fax

(888) 781-9965

Office Address

902 Colorado Avenue
Glenwood Springs, CO 81601opens in a new window

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