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Nick Smith, CRPC®

Nick Smith, CRPC®

Branch Manager

Followers of Nick Smith, CRPC®2000 followers
location of Nick Smith, CRPC®Memphis, Tennessee, United States

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  • Timeline

  • About me

    Owner/Financial Confidant at The Berkly Financial Firm

  • Education

    • Overton High School

      1996 - 1997
      Honors

      Activities and Societies: Varsity basketball

    • Whitehaven High School

      1994 - 1996

    • The University of Memphis

      -
      Organizational Leadership

  • Experience

    • Memphis Area Teachers Credit Union

      Oct 2000 - Apr 2010
      Branch Manager

    • Mutual of Omaha

      Aug 2010 - Jan 2012
      Insurance Professional

      My responsibility is to help as many individuals and families achieve the financial peace of mind that they deserve. I offer a wide range of insurance and financial services that can help you reach your financial goals and will provide you superior service in the future to help ensure that your goals stay in tune with your changing needs.

    • Imeriti

      Jan 2012 - May 2016
      Independent Financial Services Professional

      As an independent financial professional my job is to help individuals and business owners realize their financial goals and objectives through careful analysis of personal information followed by the recommendation and implementation of a variety of financial products and services.

    • The Berkly Financial Firm

      Aug 2016 - now
      Founder/Financial Services Professional

      The Berkly Financial Firm imparts financial wisdom to individuals in an effort to help them execute financial decisions regarding accumulating, preserving, and distributing wealth for themselves, their family, business, and community.

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation

      College for Financial Planning
      Oct 2019

  • Honors & Awards

    • Awarded to Nick Smith, CRPC®
      Best Financial Advisor Tri-State Defender Best In Black Awards Sep 2015
    • Awarded to Nick Smith, CRPC®
      Million Dollar Annuity Club The Sims Financial Group Dec 2014
    • Awarded to Nick Smith, CRPC®
      Representative of the Year Award The Sims Financial Group Dec 2014
    • Awarded to Nick Smith, CRPC®
      Top Disability/Long Term Care Sales Award The Sims Financial Group Dec 2013
    • Awarded to Nick Smith, CRPC®
      Bronze Starter Award Mutual of Omaha Jun 2011