Tom Smith, CFS®

Tom Smith, CFS®

Financial Advisor

Phone: 502-426-8777 x 101
Fax: 502-423-7430
E-mail:
 

Tom began his career as a Financial Advisor with Morgan Stanley in 2001. Spending nearly a decade in management, he has recruited and guided many Financial Advisors.  He has also assisted clients with investment management, retirement income planning and estate planning.

Tom has a bachelor's degree from Northwood University and earned the CFS® (Certified Funds Specialist) designation.  He is also the former co-host of "The Financial Hour", a call-in radio show.

A lifelong resident of Louisville, Tom has two children: a daughter Alexa and a son Cade.  He is very active in the community and has been fortunate enough to have coached both children's basketball and baseball teams.  His mission at Waddell & Reed is to continue to develop lasting relationships with his advisors and clients while continuing to positively impact lives in our community.

 

10/17