Wayne Smith, III CFP^®

Managing Partner

Insight Wealth Partners, LLC

3333 Premier Dr, Suite 800
Plano, TX 75023

FINANCIAL ADVISOR'S WEBSITE

www.insightwp.com

(866) 476-0379

+1 More Number

(972) 543-4800

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Wayne Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Insight Wealth Partners, LLC in Plano, TX and the surrounding communities.

Financial Advisor Overview

Insight Wealth Partners, LLC, is an independent, fee-only wealth management and advisory firm committed to providing comprehensive financial planning and investment management expertise to enable our clients to achieve their personal financial goals and live out their dreams. The principles of stewardship, discipline and balanced perspective will guide all the financial decisions that we will make on behalf of Insight Wealth Partners' clients.

Financial Advisor Experience

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 the 1999 Advisor of the Year. In July of 2013, Wayne was also recognized by Texas Monthly magazine as a FIVE STAR Wealth Manager – an accolade awarded to wealth managers who provide their clients with exceptional client service. 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, snowboarding, scuba diving and the study of stewardship. His stewardship blog can be found at www.amusingsteward.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CRPC

Insurance Licenses

Life insurance
Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes