Brad Smith, CFP®

Brad Smith, CFP®

Founder & Certified Financial Planner @ Capital Rock Wealth Management

Country

United States

City

Little Rock

Industry

Financial Services

Skill

Certified Financial Planner, Credit Analysis, Investment Banking, Sales , Investment Strategies, Portfolio Management

Experience

Capital Rock Wealth Management

Founder & Certified Financial Planner

Capital Rock Wealth Management

LinkedIn
2025-1 - Present · 1 yr 9 mos

Little Rock, Arkansas, United States

At our firm, we offer retirement planning, investment management, and tax planning services to help you maximize your money and retire with confidence. We understand that everyone's journey is unique, and we're here to take the guesswork out of creating a successful retirement plan tailored just for you.

Meridian Investment Advisors

Senior Investment Advisor, CFP®

Meridian Investment Advisors

LinkedIn
2023-1 - 2025-1 · 2 yrs 1 mo

Little Rock, Arkansas, United States

FB&T Wealth Management

Wealth Management Advisor, CFP®

FB&T Wealth Management

2013-10 - 2023-1 · 9 yrs 4 mos

Magnolia, AR

Crews & Associates

Capital Markets Analyst

Crews & Associates

LinkedIn
2010-8 - 2013-10 · 3 yrs 3 mos

Little Rock, Arkansas Area

Education

University of Arkansas ­- Sam M. Walton College of Business

University of Arkansas ­- Sam M. Walton College of Business

LinkedIn

Finance

2005 - 2009 · 4 yrs
Graduate School of Banking at Colorado

Graduate School of Banking at Colorado

LinkedIn
2015 - 2018 · 3 yrs
University of Arkansas at Little Rock

University of Arkansas at Little Rock

LinkedIn

Finance, General

2009 - 2010 · 1 yr

Brad Smith, CFP®'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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