For over 30 years, Al Smith has navigated the financial services industry, leading his clients down the path of financial success. Prior to founding Vision401k & Vision Financial, Al held executive level positions as VP of Investments & VP of Institutional Sales at Stephens Investment Banker, Morgan Keegan & Dean Witter.
As a Managing Partner at Vision Financial, Al leverages his extensive investment experience in portfolio management, financial planning, alternative investments for institutional and retail clients to ensure future financial success.
Al holds a BA in Economics from the University of Kentucky. He was awarded the Certified Financial Manager designation from Dean Witter and holds NASD Series 7, 63 and 65 licenses.