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Brandon Smith

Wealth Manager
Brandon serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, education, employee benefits and estate planning. Brandon's approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Brandon brings to his clients more than 6 years of experience in the financial services industry, including advising clients on employer-based as well as individual retirement plans. Prior to joining Creative Planning, he worked for a national advisory firm as a Financial Consultant serving individual clients directly in developing comprehensive financial plans. Brandon earned a Bachelor of Arts degree in Communication from Missouri Southern State University. He is also a Chartered Retirement Plans Specialist℠ as designated by The College for Financial Planning. Brandon and his wife Ashlee have two children, Hudson and Haylee. In his spare time, Brandon enjoys running, biking, serving in his local church, and spending time with family and friends.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021