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Meet Ian Smith, MBA

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(800) 345-4783


About Ian

Ian is committed to helping individuals and families feel confident about their financial well-being. Taking a holistic approach, he educates and guides clients on all of life’s financial decisions involving investments, retirement, taxes, insurance, estate planning and more. His ultimate objective is to help people achieve their financial goals and retirement dreams.

Bringing several years of experience in the financial services industry, Ian worked as a wholesaler for various investment fund sponsors prior to joining Advance Capital. He served as the Regional Vice President for Westwood Management.

Ian earned a Bachelor of Arts degree in international relations from Brown University, and a Masters of Business Administration with a concentration in Finance from the University of Texas at Dallas. He is a member of the Dallas/Fort Worth World Affairs Council.

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  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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  • BA in International Relations from Brown University
  • MBA with a concentration in Finance from the University of Texas at Dallas


Were there any particular learning experiences that prepared you for this role?

What influenced your decision to join Advance Capital?

How would you describe Advance Capital’s culture?

What do you find most rewarding about your work?

What does it take to be successful in your role?


Ian personally knows what it takes to work hard with others to achieve big goals. He played Division I soccer at Brown University, where the team ranked in the top 25 for three consecutive years and reached the Sweet Sixteen during his senior year.