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Phil Smiley, Private Wealth Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Phil Smiley

Private Wealth Advisor

DANLEY & ASSOCIATES

An Ameriprise Private Wealth Advisor

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 15 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor of Architecture - Texas Tech University

Awards & recognition

  • Five Star Wealth Manager, 2012 thru 2020
  • Ameriprise Circle of Success, 2004 thru 2017
  • Ameriprise Diamond Ring Award, 2014

Community participation

Interests

  • I am a big Texas Tech Red Raider and Dallas Cowboy Fan
  • I am getting back into shape! I have now completed over 20 Half Marathons.
  • My wife and I are blessed to have two sons, Larry and Matt, and two wonderful grandchildren, Navie and Brendan