About David Smith

David Smith, David Smith Jr., David C. Smith, David C. Smith Jr., Hilltop Securities financial advisor, Hilltop Securities senior vice president, SWS, Bonds, Muni, Municipal, Bond, Municipal Bonds, Investments, Financial, David, Smith, Beverly Hills, Los Angeles, California, Estate, Estate Planning, Wealth Management, Insurance, REIT, Mutual Fund, 529, College Savings, UGMA, Trusts, Trust, Retirement, Retirement Planning, IRA, IRAs, Saving, Savings, Investing, Life Insurance, Annuities, Financial Planning, Financial Planner, SMA, UMA, Managed Account, Broker, Income, Fixed Income, Tax-Free, Profit Sharing Plans, Defined Benefit Plans, Fee-Based, Long Term Care, 401K, Investment Adviser, NYSE, FINRA, SIPCMr. Smith is a Senior Vice President in the Beverly Hills office of Hilltop Securities. He is an active member of Hilltop Securities Leadership Council and is a previous member of Southwest Securities President's Council. Prior to the merger of M.L. Stern with Southwest Securities in 2008, he was Vice President and head of M. L. Stern's Retirement Department. He also worked for T. Rowe Price from 1992 to 1996 in their Retirement Plans Group. He has 25 years of investment experience and holds a bachelor's degree in business from Eckerd College in St. Petersburg, Fl.

 

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