D Smith
Financial Advisor, Wealth Management at LPL Financial | Owings Mills, Maryland, United States
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D Danard Smith is a dedicated Financial Advisor at LPL Financial, specializing in comprehensive wealth management strategies tailored to each client's unique financial goals. With a deep understanding of investment management, retirement planning, and asset allocation, Danard leverages his expertise to craft personalized financial solutions that align with clients’ short-term needs and long-term aspirations. His current role involves managing diverse portfolios, including mutual funds, 401(k) plans, and strategic investment strategies designed to optimize growth and mitigate risk.
At LPL Financial, Danard plays a pivotal role in guiding clients through complex financial landscapes, ensuring they understand the nuances of portfolio management and the importance of disciplined strategic planning. His focus on ethical, proactive, and service-oriented advice underscores his commitment to building lasting relationships based on trust and transparency. Key projects include developing tailored retirement strategies that maximize tax efficiencies and asset growth, as well as implementing innovative investment strategies to help clients navigate market fluctuations.
Danard’s expertise extends to navigating regulatory frameworks, including adherence to FINRA and SIPC guidelines, ensuring all client interactions and investment recommendations meet industry standards for compliance and ethical conduct. His skill set encompasses a broad spectrum of financial services, from strategic asset management to comprehensive retirement planning, making him a trusted partner for clients seeking to secure their financial future. Ultimately, Danard’s success is measured by the success of his clients, as he strives to empower them with the knowledge and strategies necessary to achieve their financial goals confidently.
Financial Advisor, Wealth Management at LPL Financial in April 2010 to Present
Financial Advisor at Morgan Stanley Smith Barney in January 2006 to April 2010
Financial Advisor at Legg Mason in January 1994 to January 2006
Financial Advisor at The Chapman Company in January 1993 to January 1994
Agent at State Farm Insurance Agent in July 1990 to July 1992
Supervisor at State Farm Insurance in January 1984 to January 1990
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William Penn University, BA, November 1975 to November 1980
Baltimore Polytechnic Institute, November 1972 to November 1975
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Finance
Investments
Retirement Planning
Investment Management
Investment Advisory
401k
Financial Advisory
Investment Strategies
Asset Allocation
Series 7
Series 63
Series 65
Series 31
Retirement
Fixed Annuities
Mutual Funds
Public Speaking
Strategic Planning
FINRA
Wealth Management
Estate Planning
ETFs
Portfolio Management
Strategic Financial Planning
Securities
Alternative Investments
IRAs
Long-term Care
Asset Managment
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Discover more about LPL FinancialWhat is D Danard Smith email address?
Email D Danard Smith at [email protected] and [email protected]. This email is the most updated D Danard Smith's email found in 2026.
What is D Danard Smith phone number?
D Danard Smith phone number is +14103568838.
How to contact D Danard Smith?
To contact D Danard Smith send an email to [email protected] or [email protected]. If you want to call D Danard Smith try calling on +14103568838. (updated on April 26, 2025)
What company does D Smith work for?
D Smith works for LPL Financial
What is D Smith's role at LPL Financial?
D Smith is Financial Advisor, Wealth Management
What industry does D Smith work in?
D Smith works in the Financial Services industry.
D Smith Email Addresses
D Smith Phone Numbers
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