Patrick Smith

FAQ About Patrick Smith

• What is Patrick Smith's address?

  Patrick Smith is located at
  Mason, Ohio, United States

• What is Patrick Smith's job title?

  Patrick Smith is a
  Getting to know your story and understanding your financial needs is how I can work to guide you through life’s complexities and help you plan accordingly. Through investment education, I can partner with you to develop a financial plan that will help you work toward your financial goals. I am a Wealth Management Advisor with U.S. Bancorp Investments and can help provide you with guidance in the following areas: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee issues, distribution of wealth at death and charitable inclinations at death. Please direct all business communications to me at [email protected]. /*********/ Investment and insurance products and services including annuities are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641. Us Bancorp Investments

• What industry does Patrick Smith currently work in?

  Patrick Smith currently works in the
  Us Bancorp Investments

• What is Patrick Smith's area of expertise?

  Patrick Smith specializes in
  Getting to know your story and understanding your financial needs is how I can work to guide you through life’s complexities and help you plan accordingly. Through investment education, I can partner with you to develop a financial plan that will help you work toward your financial goals. I am a Wealth Management Advisor with U.S. Bancorp Investments and can help provide you with guidance in the following areas: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee issues, distribution of wealth at death and charitable inclinations at death. Please direct all business communications to me at [email protected]. /*********/ Investment and insurance products and services including annuities are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641.

• Which languages does Patrick Smith speak? 

  Patrick Smith speaks the following languages:
  No languages available.

• Which industries has Patrick Smith previously worked in?   

  Patrick Smith has prior experience in the following industries:
  Fifth Third Securities

• What is Patrick Smith’s work experience?  

  Patrick Smith has the following professional experience:
  Us Bancorp Investments , Fifth Third Securities .

• How can I find Patrick Smith on LinkedIn?  

  You can view Patrick Smith’s
  LinkedIn profile at LinkedIn URL.

• What are Patrick Smith’s work email addresses?  

  Patrick Smith’s work email addresses are
  [email protected] .

• What company does Patrick Smith work for?  

  Patrick Smith works at
  Us Bancorp Investments