Advisor Dan Smith on What's Behind Full Service
By Janet Levaux
Envestnet and Investment Advisor magazine presented honors to the winners of this year's Asset Manager and Strategist of the Year Awards in mid-May at the Envestnet Advisor Summit in New Orleans.
Envestnet also announced the winners of its Essential Advisor Awards, which recognize advisors who embody the values detailed in a book co-authored by Envestnet President Bill Crager, "The Essential Advisor: Building Value in the Investor-Advisor Relationship."
As managing partner, Smith caters his Orlando-based practice to busy, family-oriented, successful business owners and professionals seeking a "full-service" partnership.
The advisor, who participated in the Essential Advisor Program in 2017, strives to deliver objective and unbiased financial solutions and recognizes that there is no "one-size-fits-all" financial product.
Other winners of the second annual Essential Advisor Awards are:
- Eric Cumley, Olympic Wealth Management,
- Charlotte Dougherty, Dougherty & Associates, and
- Jill Lizzi, Bronfman Rothschild.
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