Executive Vice President and Subject Matter Expert
Daniel A. Smith
Certified Wealth Strategist® (CWS®),
Certified Financial Planner® (CFP®)
Biography
Daniel A. Smith brings a holistic approach to wealth management, blending sales and relationship management with estate planning, estate taxation, charitable giving, and investment management. As a highly respected speaker and consultant, he empowers financial services firms nationwide to elevate their strategies and practices.
Professional Expertise and Industry Impact
Daniel's extensive background in the financial services industry, including roles at First Hawaiian Bank and Dean Witter Reynolds, has allowed him to significantly influence product development and client service strategies.
Educational Background and Professional Credentials
He holds a B.B.A. in Marketing and Finance from the University of South Carolina, along with a suite of professional designations, showcasing his commitment to continuous learning and client service excellence.
Resources from Daniel A. Smith
What Does It Mean to Get Your Affairs In Order?
Just the FACTs
Daniel Smith Teaching Financial Advisor's Course on Trust
How You Can Prevent Elder Financial Abuse
Advantages of Choosing a Corporate Trustee
I Love You Stepmother. Please Meet My Attorney.
Three Easy Ways to Give Money Gift Tax Free, Beyond the Annual Exclusion
Ten Points to Know About 529 Plans
Don't Fumble The Handoff
How to Mess Up Your Plan
Don’t Hold a Steel Orb Outside in a Thunderstorm: Ways Clients Damage Their Estate Plan
A Grantor and His Trustee, Remainderman, and Fiduciary Investment Manager Meet at a Wine Tasting
Which Requires the Most Extensive Training? A Dog Walker, a Manicurist, or a Personal Trust Trustee
How to Save a Shopaholic From Shopping and Other Fundamentals of Personal Trusts
Powers Of Appointment: Six Rules to Encode or Decode Every Trust
He Did WHAT?!? Ethics in the Estate Plan
E-Trustee Harmony: How to Select the Right Trustee
Generation Skipping without Skipping a Generation
