Shawn D. Smith, CFP®, MBA, ChFC®, CKA®, APMA® a Private Wealth Advisor with Ameriprise Financial in Fort Worth, Texas, was named to the list of “Best-in-State Wealth Advisors” published by Forbes Magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 11,000 of the nation’s most productive advisors. Smith was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced over a three-year period. Smith is part of Clearfork Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. Smith graduated from Texas A&M University with a BS from the School of Architecture and from Texas Christian University’s M.J. Neeley School of Business with an MBA in Management.
As a Private Wealth Advisor, Smith provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with his clients. Smith has over 20 years of experience with Ameriprise Financial. For more information, please contact Jill S. Roberts, Marketing Director, at 817.377.9998 x.211.