Wayne Smith III

CFP®, CRPC®, CKA®
Managing Partner, CCO
Experience: 25 years
Email: wayne.smith@insightwp.com
Phone: 972.543.4800
Fax: 972.543.4801

About Wayne

Prior to establishing Insight Wealth Partners in 2010, Wayne spent 16 years as a CERTIFIED FINANCIAL PLANNER™ practitioner and Senior Financial Advisor with Ameriprise Financial Services. During his distinguished career he earned many awards including being selected by his peers as Advisor of the Year. His areas of expertise include comprehensive financial planning and investment management. Prior to becoming a wealth manager, Wayne spent 10 years in the manufacturing industry where he achieved ever-increasing levels of responsibility in manufacturing management and plant engineering at the best-in-class organizations, Frito-Lay, Inc. and Ecolab Inc.

Wayne graduated from the University of Illinois, Champaign-Urbana in 1984 with a Bachelor of Science degree in Chemical Engineering. A member of the Financial Planning Association, Kingdom Advisors and Crown Financial Ministries, Wayne has also traveled extensively throughout Europe and Asia teaching Biblical financial principles to business and church leaders and individuals.

Wayne lives with his wife, Julie, and two children in Allen, Texas where he enjoys golf, sailing, scuba diving and the study of stewardship. His stewardship blog can be found at www.amusingsteward.com

 
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Insight Wealth Partners

3333 Premier Drive, Suite 800
Plano, Texas 75023

For more information, please call
972.543.4800 or email info@insightwp.com

Insight Wealth Partners, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place. Investing involves risks, including the possibility of principal loss. The use of a Financial Advisor does not eliminate risks associated with investing. Consider the investment objectives, risks, charges, and expenses carefully before investing.

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