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Advisor Dan Smith on What's Behind Full Service

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Envestnet and Investment Advisor magazine presented honors to the winners of this year’s Asset Manager and Strategist of the Year Awards in mid-May at the Envestnet Advisor Summit in New Orleans.

Envestnet also announced the winners of its Essential Advisor Awards, which recognize advisors who embody the values detailed in a book co-authored by Envestnet President Bill Crager, “The Essential Advisor: Building Value in the Investor-Advisor Relationship.”

As managing partner, Smith caters his Orlando-based practice to busy, family-oriented, successful business owners and professionals seeking a “full-service” partnership.

The advisor, who participated in the Essential Advisor Program in 2017, strives to deliver objective and unbiased financial solutions and recognizes that there is no “one-size-fits-all” financial product.

Other winners of the second annual Essential Advisor Awards are:

  • Eric Cumley, Olympic Wealth Management,
  • Charlotte Dougherty, Dougherty & Associates, and
  • Jill Lizzi, Bronfman Rothschild.

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