K Smith
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management | Edina, Minnesota, United States
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Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management in May 2017 to Present
Investment Solutions Representative at Fidelity Investments in November 2016 to May 2017
Financial Representative at Fidelity Investments in August 2015 to November 2016
Wealth Management Analyst at Morgan Stanley Wealth Management in May 2014 to August 2014
Head Coach at Edina Lacrosse Association in May 2008 to August 2013
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Miami University Farmer School of Business, August 2026
Edina Senior High School, August 2026
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Consultative Sales
Leadership
Customer Service
Microsoft Office
Microsoft Excel
Portfolio Management
Customizable Investment Strategies
Customized Wealth Planning
Investments
Public Speaking
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What is K Peter Smith email address?
Email K Peter Smith at [email protected]. This email is the most updated K Peter Smith's email found in 2026.
What is K Peter Smith phone number?
K Peter Smith phone number is 612-285-9504.
How to contact K Peter Smith?
To contact K Peter Smith send an email to [email protected]. If you want to call K Peter Smith try calling on 612-285-9504. (updated on May 02, 2025)
What company does K Smith work for?
K Smith works for Merrill Lynch Wealth Management
What is K Smith's role at Merrill Lynch Wealth Management?
K Smith is Senior Financial Advisor, Vice President
What industry does K Smith work in?
K Smith works in the Financial Services industry.
K Smith Email Addresses
K Smith Phone Numbers
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