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Our financial advice team


Shawn D Smith, Private Wealth Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Shawn D Smith

MBA, CFP®, BFA, ChFC®, APMA

Private Wealth Advisor

Clearfork Wealth Management

An Ameriprise Private Wealth Advisor

35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Texas Christian University - Masters of Business Administration
  • Texas A&M University - Bachelors of Science

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Financial Times 400 Top Financial Advisers, 2017
  • Forbes Top 250 Wealth Advisors, 2021
  • Barron’s Top 1,200 Financial Advisors, 2014-2019
  • Ameriprise Hall of Fame, 2010
  • Ameriprise Chairman's Advisory Council, 2000-2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Fort Worth Stock Show Syndicate
  • American Cancer Society Board Member
  • Association of Fundraising Professionals
  • Money with Meaning, Founder
  • Lone Star Council of Charitable Gift Planners
  • Entrepreneurs' Organization Board Member

Interests

  • Hiking
  • Running
  • Travel
  • Backpacking
  • Podcasts