Tag Archives: wealth advisor


Wealth management views from Raymond James’ Curtis Smith

Curtis L. Smith Wealth advisor Raymond James Financial Services, Inc. wealthmanagementaz.com

Curtis L. Smith
Wealth advisor
Raymond James Financial Services, Inc.

Curtis L. Smith, Wealth advisor, Raymond James Financial Services, Inc.

Smith is currently a wealth advisor with Raymond James overseeing locations in Arizona and Nebraska since 2009. Smith served as a financial consultant for Wells Fargo’s Wealth Management Group from 2006 to 2009 and began his career in the securities industry at Morgan Stanley’s Private Client Group in 2004.

2015 trend to watch:

“One of the most impactful trends to be aware of is the Federal Reserve’s monetary policy and the effect on interest rates and inflation in the future. This has a direct correlation on economic expansion, real-estate values and bond price valuations. It’s also important to monitor geopolitical uncertainties, the U.S. Labor Market                     data and corporate profitability.”

Advice for 2015:

“First, start by creating a balance sheet and an income and expense summary. This allows you to take a holistic view of your net worth and identifies any additional income available for investment opportunities. Second, define clear goals and objectives while considering appropriate methods to fund each goal (401k, IRA, Roth IRA, investment account, real estate, etc.). Finally, it’s important to evaluate other areas of your overall plan to ensure they are coordinated with your accumulation goals such as tax, insurance, estate and charitable giving strategies.

Best Arizona investment:

“Swift Transportation. They are a leader in the trucking industry, operating more than 18,000 tractors with more than 35 terminals nationwide. Swift has annual revenues of more than $4 billion per year and strong earnings outlook and profitability forecasts. In addition to company financials and forecasts, the trucking industry is predicted to have strong growth and demand in the future which should have positive impacts for Swift Transportation as well.”



NB|AZ Hires New Wealth Advisor

National Bank of Arizona (NB|AZ) announced Robert Wagner as a new wealth advisor at its Gainey Ranch Wealth Center. Wagner brings numerous years of financial planning, business development and strategic planning experience to his new position at NB|AZ.

As a NB|AZ wealth advisor, Wagner will be responsible for developing high net-worth investment management relationships by combining forward-looking economic and financial analysis with targeted investment strategies. He will work with clients to provide a tailored strategy designed to address specific financial needs, goals and aspirations.

“I am proud to join NB|AZ, a company founded on its local relationships and strong ties to the community,” Wagner said. “I’m confident that my previous financial advisory experience will serve me well in this new position.”

Prior to joining the Wealth Strategies team at NB|AZ, Wagner was a financial advisor with Merrill
Lynch. Robert earned his B.S. in Microbiology and Veterinary Science with a Minor in Chemistry from the University of Arizona.

Wagner is based out of the NB|AZ Gainey Ranch Wealth Center located at 7375 E Doubletree Ranch Road, Scottsdale.

For more information about NB|AZ and its services, visit www.nbarizona.com.