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George D. Smith, MBA

George D. Smith, MBA

Principal

Main: 216.642.7878

George Smith focuses on investment and financial planning, asset and liability management, and retirement income planning for his clients. He is part of a team at Vantage Financial Group working with Larry Mihevic and Justin Pagnard. George has grown his practice primarily through the referrals and introductions from others.

George has 20 years of experience in the industry. Prior to joining Vantage he served as a district manager for a bank, where he was responsible for the operations, management, staffing, and production of 12 branch offices.

A graduate of Heidelberg University, George also earned his MBA from Case Western Reserve University. George is also a board member of the Society of Financial Services Professionals.

George holds the Series 6, 7 & 63 securities registrations, as well as Life, Accident & Health insurance licenses. He is also an Investment Advisor Representative.