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Mark S
Series 63
Franklin, NC
STIFEL
Mark Smith is a financial advisor with Stifel, holding a Series 63 designation and 39 years of industry experience. He has worked at Stifel Nicolaus since 2013, following roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is president of Mark A Smith Aircraft Sales, a business involved in aircraft sales. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.
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