Cooper Smith
Financial Planning Consultant at LongView Planning Partners | Memphis, Tennessee, United States
Cooper Smith’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Financial Planning Consultant at LongView Planning Partners in November 2019 - Present
Financial Advisor at Shoemaker Financial in January 2017 - November 2019
Co-Founder at Switchabook LLC in December 2014 - January 2017
Summer Analyst at Duncan Williams Asset Management, LLC in May 2016 - August 2016
Supply Chain Intern at SIMOS Insourcing Solutions (A TrueBlue Company) in May 2014 - August 2014
Warehouse Order Processor at SIMOS Insourcing Solutions (A TrueBlue Company) in May 2013 - August 2013
University of Alabama, January 2013 to January 2016
We provide comprehensive financial planning for physicians and dentists. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Discover more about LongView Planning Partners
Certified Financial Planner™ Helping Physicians and Special Needs Families
Financial Advisor / Special Care Planner at LongView Planning Partners
(June 2017 – Present)
Certified Financial Planner LongView Planning Partners
Certified Financial Planner Professional at LongView Planning Partners
(March 2020 – Present)
Accounting Manager at Shep Digital Solutions with expertise in financial analysis
Accounting Manager at Shep Digital Solutions
(June 2022 – Present)
Certified Public Accountant and Financial Advisor for Physicians & Dentists
Advisor at LongView Planning Partners
(December 2016 – Present)
Financial Planner for Physicians and Dentists
Financial Planner at LongView Planning Partners
(July 2016 – Present)
Comprehensive Financial Planner for Physicians and Dentists
We partner with Physicians and Dentists to meet their comprehensive financial planning needs through holistic guidance. Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and service...
What is Cooper Smith email address?
Email Cooper Smith at [email protected] and [email protected]. This email is the most updated Cooper Smith's email found in 2026.
What is Cooper Smith phone number?
Cooper Smith phone number is 901-757-5757 ext 1181, 3096474166 and 9014544907.
How to contact Cooper Smith?
To contact Cooper Smith send an email to [email protected] or [email protected]. If you want to call Cooper Smith try calling on 901-757-5757 ext 1181, 3096474166 and 9014544907.
What company does Cooper Smith work for?
Cooper Smith works for LongView Planning Partners.
What is Cooper Smith's role at LongView Planning Partners?
Cooper Smith is Financial Planning Consultant
What industry does Cooper Smith work in?
Cooper Smith works in the Financial Services industry.
