Mickey J. Smith is founder and managing partner. He has over 37 years of experience in strategic planning, sales development, and risk reduction strategies for small corporations and closely held businesses. He also advises on the acquisition, management, and disposition of assets such as real estate, heavy equipment, land, and privately held stock.
Prior to his retirement from the securities industry in 2008, he served as a registered principal and managed brokerage and advisory assets of over $230 million. He recruited and trained over a dozen FINRA brokers and Registered Investment Advisor representatives. He also established start-up offices for Edward Jones, Charles Schwab, & LPL Financial.
For the past 15 years he has provided start-up consulting, and crisis management, and performed estate & business continuation planning. He continues to advise family-owned and closely held companies on asset recapitalization, acquisitions, finance, and marketing. He has served on the boards of civic, charitable, corporate, and governmental organizations.
Mickey and his wife Pam have been married 39 years and are parents to Lindsay, Russ, and Laura Reed. They currently reside in Nashville Tennessee.