Mickey L. Smith, MBA, CFP®

Mickey L. Smith, MBA, CFP®


Mickey specializes in advanced retirement and estate planning. His clients are typically looking for help in generating a dependable retirement income from their hard-earned savings and efficiently passing the remainder to their desired beneficiaries, all within a framework of being tax-efficient. His educational and professional background well-equips him to advise his clients on a wide range of topics that may affect their financial lives.

  • MBA in Finance from Wake Forest University
  • FINRA Series 7 and 66 securities registrations through LPL Financial
  • N.C. Life and Health Insurance licenses

In his spare time, Mickey enjoys tennis, golf, reading and simply spending time with his family.  He is a named inventor on six U.S. patents.

Mickey was born and raised in the Winston-Salem area. He grew up in the idyllic town of Walnut Cove and now lives in Pfafftown, N.C.  He and his wife Robin have one son, Griffin, who provides them with adventure and joy.