News

AUSTIN, TEXAS                                                                                                 2/12/17

FOR IMMEDIATE RELEASE

Smith Wealth Advisors Adds Financial Services Veteran Cindy Mikel to Team

Austin, TX – February 12, 2017 – Smith Wealth Advisors, an independent Austin wealth management firm located at 3321 Bee Caves Road, Suite 272, Austin, Texas, has added Cindy Mikel to the team as a Investment Advisor Representative in alignment with the firm’s expansion strategy.

“Cindy is an exceptional talent and brings a wealth of experience and dedication,” according to Ron Smith, “that aligns perfectly with our mission going forward. Her commitment to providing the highest level of personalized client services is a cornerstone of our strategic growth initiative for 2018 and beyond. As an active member of the Texas State Bar Association, Cindy also brings a number of additional client services to the table. Her research-based, yet personal approach to client service is a perfect fit with Smith Wealth Advisors established philosophy. Cindy Mikel exemplifies the very best our industry offers and I’m confident in her ability provide our clients with professional guidance on 401k strategies, retirement planning, education planning, insurance planning, investment strategies and much more.”

“I’m pleased to join Smith Wealth Advisors, one of Austin’s premiere financial services firms, and look forward to assisting our clients on their journey to the secure financial future they intended. This is, without a doubt, the natural next step in my growth as an Investment Advisor Representative here in Austin.”

Cindy A. Mikel, Investment Advisor Representative, Smith Wealth Advisors

About Cindy Mikel
Cindy has a Bachelor of Music degree from Texas Tech University, a Master of Music degree from The University of Texas at Austin and a Doctor of Jurisprudence degree from The University of Texas School of Law. Her experience includes a distinguished, 28-year career as a band director in schools throughout central Texas and 7 distinguished years with Planto | Roe Financial Services of San Antonio. Cindy’s responsibilities include all client services, new business development and account management.

Smith Wealth Advisors is a full-service Austin financial services and consulting firm offering its clients guidance and financial advisory services in retirement planning, investment research, Securities products, 401(k) management and access to global capital markets. Smith Wealth Advisors is a registered Member of FINRA and SIPC and is regulated by the office of the Texas Secretary of State. All Brokerage, investment and financial advisory services carry risk. Smith Wealth Advisors cannot guarantee future financial results. Smith Wealth Advisors may not provide tax or legal advice. Always consult a tax expert or attorney regarding specific legal and tax related matters. For further information call: 512-777-9161 or visit www.SmithWealthAdvisors.com today.

 

 

 

AUSTIN, TEXAS                                                                                                 11/30/17

FOR IMMEDIATE RELEASE

Smith Wealth Advisors Client and Metalink Owner, Bil McKean, Featured on the Austin City Page on ConstructionNews.net

Austin, TX – November 30, 2017 – Smith Wealth Advisors client and Metalink Owner, Bill McKean has been featured in a news profile in ConstructionNews.net, a prominent national construction industry publication. You can access the article here.

“Bill McKean,” according to Ron Smith, “has had an amazing life and we are blessed to have someone with his vision and integrity as a neighbor and a member of our business community.”

Smith Wealth Advisors is a full service Austin financial services and consulting firm offering its clients guidance and financial advisory services in retirement planning, investment research, Securities products, 401(k) management and access to global capital markets. Smith Wealth Advisors is a registered Member of FINRA and SIPC and is regulated by the office of the Texas Secretary of State. All Brokerage, investment and financial advisory services carry risk. Smith Wealth Advisors cannot guarantee future financial results. Smith Wealth Advisors may not provide tax or legal advice. Always consult a tax expert or attorney regarding specific legal and tax related matters. For further information call:

512-330-9161 or visit www.SmithWealthAdvisors.com today.

 

 

AUSTIN, TEXAS                                                                                                 6/2/17

FOR IMMEDIATE RELEASE

Smith Wealth Advisors Returns as Silver Sponsor of Dell Golf Tournament to Support Make-A-Wish

Austin, TX – June 2, 2017 – Smith Wealth Advisors, an independent Austin wealth management firm located at 2901 Bee Caves Road, Suite H, Austin, Texas, is once again proud to be a Silver Sponsor of the 2017 Dell Make-A-Wish Charity Golf Tournament being held on Friday, June 2 at the Cowan Creek golf course in Georgetown, Texas SWA Founder Ron Smith announced today. Following the tournament, which supports Make-A-Wish Central & South Texas, there will be a silent auction and raffle.

“This is our second year sponsoring this important golf event,” according to Ron Smith, “which allows Smith Wealth Advisors to support the special work being done by Make-A-Wish Central & South Texas. Whether you love golf or just love the work Make-A-Wish does, this is wonderful opportunity to support an organization that has done so much to support children with life-threatening medical conditions.”

About Make-A-Wish® Central & South Texas
Make-A-Wish grants the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy. According to a 2011 U.S. study of wish impact, most health professionals surveyed believe a wish-come-true can have positive impacts on the health of children. Kids say wishes give them renewed strength to fight their illness, and their parents say these experiences help strengthen the entire family. With the help of generous donors and more than 250 volunteers, Make-A-Wish Central & South Texas has granted more than 4,200 wishes to children in 40 counties since 1984. During the last year, volunteers and donors made it possible for 238 kids to experience the magic of a wish.

A child with a qualifying life-threatening medical condition can refer him/herself or be referred by a medical professional, parent or guardian by calling

1-800-880-9474 or by visiting www.cstx.wish.org. Please help spread the word about our wish-granting work. A wish experience can truly change a child’s life…and so can you. For more information about Make-A-Wish, visit www.cstx.wish.org.

Smith Wealth Advisors is a full service Austin financial services and consulting firm offering its clients guidance and financial advisory services in retirement planning, investment research, Securities products, 401(k) management and access to global capital markets. Smith Wealth Advisors is a registered Member of FINRA and SIPC and is regulated by the office of the Texas Secretary of State. All Brokerage, investment and financial advisory services carry risk. Smith Wealth Advisors cannot guarantee future financial results. Smith Wealth Advisors may not provide tax or legal advice. Always consult a tax expert or attorney regarding specific legal and tax related matters. For further information call:

512-330-9161 or visit www.SmithWealthAdvisors.com today.

 

AUSTIN, TEXAS                                                                                                 3/09/17

FOR IMMEDIATE RELEASE

Smith Wealth Advisors Signs as Hospitality Sponsor with Dell Match Play Golf Tournament

Austin, TX – March 9, 2017 – Smith Wealth Advisors, an independent wealth management firm located at 2901 Bee Caves Road, Suite H, Austin, Texas, will host, for the second year, a hospitality cabin featuring a front row view of Lake Austin on the 13th fairway of the Austin Country Club golf course during the Dell Match Play Golf Tournament March 22 – 26, Founder Ron Smith announced today. The event is part of the International Federation of PGA Tours World Golf Championships series.

“This tournament,” according to Ron Smith, “provides Austin residents and visitors from across the state with a unique opportunity to see the best players in the world competing on a challenging Pete Dye-designed golf course built in 1984 with breathtaking views of Lake Austin. Austin Country Club, founded in 1899, is one of the oldest and most beautiful clubs in Texas. For anyone who loves golf and great competition this is the must-see golf event of the year. I invite all tournament goers with a Smith Wealth Advisors cabin pass to visit our hospitality cabin throughout the tournament for complimentary appetizers and refreshments.”

Smith Wealth Advisors is a full service Austin financial services and consulting firm offering its clients guidance and financial advisory services in retirement planning, investment research, Securities products, 401(k) management and access to global capital markets. Smith Wealth Advisors is a registered Member of FINRA and SIPC and is regulated by the office of the Texas Secretary of State. All Brokerage, investment and financial advisory services carry risk. Smith Wealth Advisors cannot guarantee future financial results. Smith Wealth Advisors may not provide tax or legal advice. Always consult a tax expert or attorney regarding specific legal and tax related matters. For further information call: 512-330-9161 or visit www.SmithWealthAdvisors.com today.

 

FOR IMMEDIATE RELEASE

 

AUSTIN, TEXAS                                                                                                 8/24/16

 

Smith Wealth Advisors Welcomes Jonathan Scott Beck

Austin, TX – August 24, 2016 – Smith Wealth Advisors, an independent Austin wealth management firm located at 2901 Bee Caves Road, Suite H, Austin, Texas, has hired Jonathan Scott Beck as a Financial Advisor as part of the firm’s expansion strategy.

“Jonathan brings a wealth of talent and dedication,” according to Ron Smith, “to our growing company. He’s committed to providing our clients with the kind of intelligent, research-based strategies most people expect from a much larger firm, but with the kind of personal approach to client service that distinguishes Smith Wealth Advisors. Jonathan represents the very best in our industry and I’m looking forward to working with him to provide our clients with professional guidance on 401k strategies, retirement planning, education planning, investment strategies and much more.”

jonAbout Jonathan Scott Beck

Jonathan is a graduate of Midwestern State University with a BBA in Management Information Systems. His experience includes a year with Wells Fargo Bank and has donated his time as a volunteer with the Special Olympics and the Wells Fargo Hotter-N-Hell Rest Stop. Jonathan’s responsibilities include new business development and account management.

Smith Wealth Advisors is a full service Austin financial services and consulting firm offering its clients guidance and financial advisory services in retirement planning, investment research, Securities products, 401(k) management and access to global capital markets. Smith Wealth Advisors is a registered Member of FINRA and SIPC and is regulated by the office of the Texas Secretary of State. All Brokerage, investment and financial advisory services carry risk. Smith Wealth Advisors cannot guarantee future financial results. Smith Wealth Advisors may not provide tax or legal advice. Always consult a tax expert or attorney regarding specific legal and tax related matters. For further information call:

512-330-9161 or visit www.SmithWealthAdvisors.com today.

 

AUSTIN, TEXAS                                                                                                 4/27/16

FOR IMMEDIATE RELEASE

Smith Wealth Advisors Signs as Silver Sponsor of Dell Golf Tournament to Support Make-A-Wish

Austin, TX – April 27, 2016 – Smith Wealth Advisors, an independent Austin wealth management firm located at 2901 Bee Caves Road, Suite H, Austin, Texas, is proud to be a Silver Sponsor of the 2016 Dell Make-A-Wish Charity Golf Tournament being held on Friday, May 13 at the White Wing and Cowan Creek golf courses at Sun City in Georgetown, Texas SWA Founder Ron Smith announced today. Following the tournament, which supports Make-A-Wish Central & South Texas, there will be a silent auction and raffle.

“Our sponsorship of this important golf event,” according to Ron Smith, “will allow Smith Wealth Advisors to support the special work being done by Make-A-Wish Central & South Texas. For anyone who loves golf this is wonderful opportunity to support an organization that has done so much to support children with life-threatening medical conditions. I invite all tournament goers to visit our Smith Wealth Advisors table throughout the tournament.”

About Make-A-Wish® Central & South Texas

Make-A-Wish grants the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy. According to a 2011 U.S. study of wish impact, most health professionals surveyed believe a wish-come-true can have positive impacts on the health of children. Kids say wishes give them renewed strength to fight their illness, and their parents say these experiences help strengthen the entire family. With the help of generous donors and more than 250 volunteers, Make-A-Wish Central & South Texas has granted more than 4,200 wishes to children in 40 counties since 1984. During the last year, volunteers and donors made it possible for 238 kids to experience the magic of a wish.

A child with a qualifying life-threatening medical condition can refer him/herself or be referred by a medical professional, parent or guardian by calling

1-800-880-9474 or by visiting www.cstx.wish.org. Please help spread the word about our wish-granting work. A wish experience can truly change a child’s life…and so can you. For more information about Make-A-Wish, visit www.cstx.wish.org.

 

Smith Wealth Advisors is a full service Austin financial services and consulting firm offering its clients guidance and financial advisory services in retirement planning, investment research, Securities products, 401(k) management and access to global capital markets. Smith Wealth Advisors is a registered Member of FINRA and SIPC and is regulated by the office of the Texas Secretary of State. All Brokerage, investment and financial advisory services carry risk. Smith Wealth Advisors cannot guarantee future financial results. Smith Wealth Advisors may not provide tax or legal advice. Always consult a tax expert or attorney regarding specific legal and tax related matters. For further information call: 512-330-9161 or visit www.SmithWealthAdvisors.com today.

 

FOR IMMEDIATE RELEASE

Smith Wealth Advisors Signs as Hospitality Sponsor with Dell Match Play Golf Tournament

Austin, TX – February 29, 2016 – Smith Wealth Advisors, an independent wealth management firm located at 2901 Bee Caves Road, Suite H, Austin, Texas, will host a hospitality chalet featuring a front row view of Lake Austin on the 13th fairway of the Austin Country Club golf course during the Dell Match Play Golf Tournament March 23 – 27, Founder Ron Smith announced today. The event is part of International Federation of PGA Tours World Golf Championships series.

“This remarkable tournament,” according to Ron Smith, “will provide Austin residents as well as visitors from across the state with an opportunity to see the best players in the world competing on a challenging Pete Dye-designed golf course built in 1984 with breathtaking views of Lake Austin. Austin Country Club, founded in 1899, is one of the oldest and most beautiful clubs in Texas. For anyone who loves golf and great competition this is the must see golf event of the year. I invite all tournament goers with a Smith Wealth Advisors cabana pass to visit our hospitality chalet throughout the tournament for complimentary appetizers and refreshments.”

 

Smith Wealth Advisors, is a full service financial services and consulting firm offering its clients guidance and financial advisory services in retirement planning, investment research, Securities products, 401(k) management and access to global capital markets. Smith Wealth Advisors is a registered Member of FINRA and SIPC and is regulated by the office of the Texas Secretary of State. All Brokerage, investment and financial advisory services carry risk. Smith Wealth Advisors cannot guarantee future financial results. Smith Wealth Advisors may not provide tax or legal advice. Always consult a tax expert or attorney regarding specific legal and tax related matters. For further information call: 512-330-9161 or visit www.SmithWealthAdvisors.com today.