A. David Smith

Financial Advisor

Phone: 937-353-5471
Fax: 937-847-2507
 

Over 26 years of providing answers and solutions for clients preparing for, or entering the retirement phase of life.  My training, life experience, and a talent for listening allow me to provide suitable solutions, explained in clear and understandable language to meet the clients need at any state of life and size of investment value.

Securities registration; Series 6, Series 63, Series 65 plus multiple state insurance licenses and long-term care training.  Married years 45, 5 children and a grandpa to 14 grandchildren, and our grandpuppy.