David Smith, Financial Advisor located in Bowling Green, KY

Financial Advisor
David D Smith

CFP®, CEPA®, AAMS®
843 Fairview Avenue B-1, Bowling Green, KY 42101opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Healthcare Professionals
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Values and Faith Based Investing
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Music
  • Real Estate
  • Golfing
  • Vintage Cars

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(270) 783-4433

Fax

(888) 428-9717

Office Address

843 Fairview Avenue B-1
Bowling Green, KY 42101opens in a new window

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