Mark Smith, CFP®, CPA/PFS, CIMA®, Branch Manager and Client Advisor at Mercer Advisors, brings over 35 years of industry experience and a foundation of philanthropic work. He started his career as a Senior Tax Specialist at Deloitte, before transitioning and founding M.J. Smith and Associates in 1983. Mark is an industry-leader in creating a fee based structure early in his career, and has since pursued a well-reasoned and rational approach to investment planning and wealth management during every market cycle. For over a decade, Mark has been recognized as one of the top financial advisors in America by Barron’s and was awarded multiple top advisor recognitions in Forbes and Financial Times. In addition to his financial career, Mark serves on the boards of various organizations such as Kempe Foundation and the Salvation Army Intermountain Division.
Awards and Recognitions
Certifications and Designations