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Andrew Smith, CFP®, CPWA® Lead Wealth Advisor
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Dallas, TX
Highlights
START DATE
Industry: 2012
KAR: 2026
EDUCATION
B.B.A., Managerial Finance,
University of Mississippi
B.B.A., Marketing,
University of Mississippi
PRIOR WORK EXPERIENCE
- Wealth Advisor – Mariner Wealth Advisors
- Financial Advisor – Empower Personal Wealth
- Financial Planner – Ayco, a Goldman Sachs Company
- Wealth Associate – Weaver Wealth Management
CERTIFICATIONS AND CREDENTIALS*
- Certified Financial Planner®
- Certified Private Wealth Advisor®
Fun Fact
I have a passion for mixed martial arts and have been fortunate to train with several formal professional fighters.
| Q: | What Do You Enjoy Most About Your Job? |
| A: | The most enjoyable aspect of my work is building relationships with individuals and families. A client once told me that they saw me as an extension of their family. Hearing an acknowledgment of the trust built through approaching each interaction with sense of loyalty, care and curiosity is a rewarding experience.
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| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | The people at KARWA are tremendous in the genuine care and effort they give in supporting the success of not just our clients, but each individual within the company. I think that really resonates throughout every interaction we have. |
| Q: | What Are You Involved in Outside of Work? |
| A: | Outside of work, I've been involved with the Financial Planning Association and supported the Board of Directors to plan events such as our Private Market Symposium and Annual Forum.
Other interest include supporting first responders through donations and attending events such as the annual Colorado 911 Stair Climb.
Beyond that, I enjoy spending time with friends, family and my beagle, Roger. |
| Q: | How Does KARWA Approach Wealth Management Differently? |
| A: | KARWA focuses on differentiating ourselves by delivering a superior client experience with access to high-quality, tax-aware investments solutions that go beyond traditional stocks and bonds. |
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*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.