SVP Private Wealth Consultant - Davenport, Iowa
Brian Smith has been a Private Wealth Consultant at VisionPoint since April 2015. With
expertise in planning, he works to build impactful financial plans based on his clients’
ultimate vision for retirement and legacy. Brian’s career in financial services began in 1992.
He recognized the need to help people make wise financial decisions that improve their
probability of success with financial well-being and long-term goals.
Brian believes that a quality financial plan begins with understanding what matters most to
clients. Utilizing his expertise and the collaborative input of his team, he builds plans that
align with their priorities. Brian acutely understands how to offer integrated financial advice
that addresses the complex nuances of retirement, tax, legacy, and lifestyle decisions.
Brian’s passion for planning is evident in his attention to consistently growing his knowledge
and long-term relationships.
Brian holds the CERTIFIED FINANCIAL PLANNER™ and CRPC® designations. He has a
Bachelor of Science degree in finance from Illinois State University and a Master of Business
Administration degree in finance from Western Illinois University.
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.
3544 Crow Creek Rd
Davenport, IA 52807
Email: [email protected]
Phone: 563-345-6880 ext 7001