Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Estate Planning
Brad Smith partnered with Michael Argaman in 2019 to start Argaman Smith Wealth Group.
He first entered the financial services field as an intern for Northwestern Mutual in 2013. He began working as a Financial Advisor upon graduation from St. Bonaventure University in December of 2013. During his time at St. Bonaventure, Smith participated in Students In Money Management, which piqued his interest in financial services.
During his first few years in the industry, Smith was recognized for his many awards including Client Builder, Rising Star of the Year, Rising Leaders, and graduated from The Guardian Leadership Institute.
As an Eagle Scout and former Division l Athlete, Smith has always been involved in leadership. This has helped him tremendously in his role with Argaman Smith Wealth Group.
Brad enjoys working as a trusted advisor for many professionals and their families. What he most enjoys about the career is the lifelong relationships he has formed with clients and the ability to consistently make an impact.
Brad currently lives in Penfield, NY with his girlfriend Marinda and their kittens, Tommy and George.
Outside of work, Smith enjoys listening to music, training Krav Maga, weight training and reading. In 2019, Brad founded the Compeer Rochester Young Professionals Board. To date, the board has matched over forty kids with mentors.
Check the background of this investment professional on FINRA's BrokerCheck
St. Bonaventure University
Compeer Rochester Board