Roger Smith
Senior Regional Advisor Consultant at Independent Financial Group, LLC | Evergreen, Colorado, United States
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Senior Regional Advisor Consultant at Independent Financial Group, LLC in January 2023 to Present
Vice-President, Insurance & Annuity Consultant- Insured Solutions Group at RBC Wealth Management in July 2019 to December 2022
Managing Partner, Senior Vice-President, Wealth Advisor at Bloomfield Investment Group-Colorado in July 2017 to July 2019
Senior Vice-President, Wealth Advisor at Vectra Bank Colorado in October 2014 to July 2017
Vice-President, Regional Sales Manager CO/NM/AZ Markets at BOK Financial in April 2013 to October 2014
Director of Business Development at Ashfield Capital Partners, LLC in August 2011 to April 2013
Director, Northwest Region Sales Manager at UBS in April 2008 to April 2011
Divisional Vice President, Consulting Services Group at Morgan Stanley in May 2006 to April 2008
Regional Vice President, Field Sales and Marketing at Morgan Stanley in January 2004 to May 2006
Vice President, Branch Manager and Financial Advisor at Morgan Stanley in October 1999 to December 2003
Assistant Vice President and Financial Consultant at Merrill Lynch in August 1994 to October 1999
Vice-President and Financial Advisor at Securities Corporation of Iowa- SCI in June 1989 to July 1994
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The University of Iowa Tippie College of Business, BBA
The Wharton School, CIMA Wealth Education Class
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Sales Presentations
Strategic Hiring
Sales Trainings
Sales Leadership Training
Territory Management
Residential Mortgages
Marketing
Estate Planning
Annuity Strategies
Annuity Sales
Insurance Planning
Long Term Care Insurance
Term Life Insurance
Whole Life Insurance
Sales
Project Management
Finance
Life Insurance
Annuities
Financial Analysis
Account Management
Wealth Management
Financial Planning
Retirement Planning
Asset Management
Investments
Financial Advisory
Portfolio Management
Mutual Funds
Alternative Investments
Insurance
Sales Management
Business Development
Consulting
Investment Management
Investment Advisory
Financial Services
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Discover more about Independent Financial Group, LLCWhat is Roger Smith email address?
Email Roger Smith at [email protected] and [email protected]. This email is the most updated Roger Smith's email found in 2026.
What is Roger Smith phone number?
Roger Smith phone number is 303-829-7576.
How to contact Roger Smith?
To contact Roger Smith send an email to [email protected] or [email protected]. If you want to call Roger Smith try calling on 303-829-7576.
What company does Roger Smith work for?
Roger Smith works for Independent Financial Group, LLC
What is Roger Smith's role at Independent Financial Group, LLC?
Roger Smith is Senior Regional Advisor Consultant
What industry does Roger Smith work in?
Roger Smith works in the Financial Services industry.
Roger Smith Email Addresses
Roger Smith Phone Numbers
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