David Smith

David Smith, CFP has a diverse work experience spanning over several decades. David started their career in 1971 as a Captain in the US Army and served until 1977. Following their military service, they worked as a President for an Independent Financial Advisor from 1977 to 1980. In 1980, they joined Intervest International as the CEO and later became the President from 1980 to 1992. In 1992, they transitioned to Fortis Sales as President until 1996. Throughout their career, David Smith has held various leadership positions, demonstrating their expertise in the financial industry.

David Smith, CFP graduated with a Bachelor of Science degree in Engineering from the United States Military Academy at West Point in 1971.