Broker Check
Bobby Smith

Bobby Smith

Financial Representative

*Holds BLS and MA from University of Oklahoma *Life Underwriter Training Council Fellow designation *Leaders Club and Million Dollar Round Table qualifier *Living Balance Sheet® authorized user *National Association of Insurance and Financial Advisors member *OU President's Associates member *Norman Youth Foundation fundraising participant

I entered the financial services industry many years ago to make a real and impactful difference in people's lives. I have witnessed many plans come together and believe my clients benefit greatly from the philosophies and strategies implemented. It is an honor to serve my clients and I am still amazed that I get to do this for a living.

People work with me because I help them make smart and healthy financial decisions. The balanced decisions made today ensure tomorrow's hopes and dreams. What this means is that I help implement strategies with less risk that aim for fewer taxes, creating more income during retirement. The real benefit of working with me is that my clients build wealth responsibly during working years, so they can pay themselves to do what they love for the rest of their lives.

 

Registered Representative of Park Avenue Securities, Financial Representative of Guardian