CLIENT LOGIN
Hal Smith
Senior Wealth Manager
V-Card
BA in Economics with a Minor in Psychology from the
University of Georgia.
He has also earned a graduate certificate from the Bryant University financial planning program, the NSSA designation National Social Security Advisor and the LTCP Long Term Care Professional designation, CA Health and Life Insurance license, and the Series 65, Registered Investment Advisor Representative license.
“The important thing is to not stop questioning. Curiosity has its own reason for existing”
– Einstein
What are two interesting facts about you?
I love to research ideas and problem solve which is great for finding tax efficient strategies, financial planning and estate planning but it also means I have alot of useless knowledge on a wide variety of subjects.
My biggest accomplishment is my family. I’ve been married to Gregoria (Ria) whose parents are from Greece for over 20 years and we have 3 fantastic boys, 2 of which are twins.
What is something people in the financial world have to deal with that you want to fix?
I’d like to see commissioned products go away, (especially in the insurance world) and see the regulators take a more aggressive approach to the industry’s bad apples.
What do you do at Bridge?
As a Senior Wealth Manager my goal is to listen and build a plan for each client which helps them live their dreams and alleviates their fears. I hope to earn the role of financial steward for each family and guide them through the complexities of financial planning, investments, taxes, insurance and estate planning.
What are your credentials/past experience, for working in your position?
I have been helping individual investors for over 30 years with retirement planning, investment management, financial planning, tax efficient strategies, insurance, social security, college planning, required minimum distribution strategies and estate planning. I started in the industry in 1985 and have lived through the 1987 crash, the “dot com” bubble, the 2008/2009 recession and multiple bull markets where I learned not to confuse a bull market with I.Q. Besides learning the incredible value of just listening and asking good questions I have a B.A. in Economics, National Social Security Advisor and Long Term Care Professional designations, graduate certificate in financial planning from Bryant University, FINRA series 65 investment advisor representative license and a California health and Life insurance license. In the past I have held the FINRA series 24 supervisory principal, series 9/10 branch officer supervisor, series 4 options principal, series 7 advisor license and series 63 state license.
What’s your Archetype?
Architect INTJ-A
What do you like about working at Bridge?
The people, the resources, the shared values, the comradery, and the desire to be the best in our field while no one takes themselves too seriously.
What are the Bridge Advisory Core Values that drive you?
Always working for the clients best interest and innovating to develop solutions for clients as their needs change and the industry changes for the better.
Your top three favorite Podcasts/Books?
My usual podcasts are the WSJ, The Economist, Freakonomics Radio, The Daily, and Against the Rules with Michael Lewis. While I read alot of fiction, my most memorable books are The Leadership challenge by James Kouzes and Barry Posner, The Innovator’s Dilemma by Clayton Christensen, Lincoln by David Herbert Donald, Thomas Jefferson: The Art of Power by Jon Meacham and Where The Crawdads Sing by Delia Owens.
What do you enjoy doing when you are not working?
Spending time outdoors with my sons, walking our dog, enjoying the beach, fishing, traveling, spending time with friends, college football, reading, researching and home projects.