Joshua B. SmithSENIOR WEALTH ADVISER
Joshua B. Smith is a classic example of the coined phrase "was raised right." His foundation for commitment, hard work and lasting relationships stems from growing up in an environment that fostered these values. Joshua began his career in finance in 2004 after attending Oklahoma State University in Stillwater. While he believes in higher education, he also feels strongly that you must dive into your career with passion when he states, "When I do something, I always give it my 100 percent."
At United Capital, Joshua started from the ground up; building a foundation of relationships not only with the firm but with their clients beginning with the initial planning stages through completion of their financial plans. Joshua currently holds Series 7, Series 63 and 65 securities registrations. He also specializes in working with individuals and groups for companies, including Lockheed Martin, Verizon, AT&T and JCPenney.
Prior to joining United Capital, Joshua was with JP Morgan/Chase and a boutique mortgage company in Oklahoma. His experience involved individual investment accounts of all sizes, retail lending, small business accounts, workplace financial services, building client relationships, marketing and advertising, as well as an extensive technical/computer background. Additionally, Joshua's knowledge in mortgage lending, amidst underwriters, title companies and property appraisals, helped guide individuals through financial decisions required to complete difficult mortgage agreements.
Joshua is a huge outdoor buff and loves being in the mountains or at the lake. Whether biking, hiking, skiing or snowboarding – if it's outdoors, you will find him there. He also has a history in community service with organizations such as the Big Brothers/Big Sisters and AIDS Foundation in Dallas, becoming a volunteer coach and trainer at the age of 14 and now mentoring a young man in the Big Brother program. Joshua works with clients out of the Texas office.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.