Anthony Smith is an Investment Adviser Representative with MRB Capital Group and brings nearly 20 years of financial services experience. He works with pre-retirees, retirees, business owners, and high-net-worth individuals to develop comprehensive financial plans and investment strategies aligned with their long-term goals. Anthony's investment philosophy centers on efficiency, cost-effectiveness, and disciplined planning: take only the risks necessary to achieve your goals, and stay committed to a well-designed long-term strategy.
He holds a Bachelor of Science in Finance from Metropolitan State University, College of Management, has passed the FINRA Series 7 and Series 66 examinations, and holds a Minnesota Insurance Producer License for Life, Accident & Health. Prospective clients are welcome to schedule an introductory conversation to discuss their financial goals and determine whether a partnership would be a good fit.