NATHAN SMITH
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Nathan Smith is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Nathan Smith - - Edward Jones - Sugar Land, Texas, city=Sugar Land, display_country=United States, hs_object_source_detail_1=Find A CEPA (SEPTEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=nathan-smith, lname=Smith, hs_object_source_id=enrollmentId:1291468118926;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202024/SMITH-NATHAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Sept%202024.pdf, hs_createdate=1727442540953, cohortium_profile_title=Nathan Smith | Financial Advisor at Edward Jones | CEPA Connect Member, state=Texas, id=16136656794, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Nathan Smith, email=nathan.smith@edwardjones.com, cohortium_meta_description=Connect with Nathan Smith, a specialized Financial Advisor working with Edward Jones based in Texas., associated_contact_record_id=50059203428, website=https://www.edwardjones.com/us-en/financial-advisor/nathan-smith, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202024/7871_Smith_CEPA-Certificate-2024-September.pdf, is_editable=editable, url_slug_2=nathan-smith, impersonate_user_url=https://exit-planning-institute.org/member-detail/nathan-smith?impersonation=true, full_name=Nathan Smith, hs_lastmodifieddate=1764932350593, phone=8329177578, company_name=Edward Jones, name=Nathan, hs_object_id=16136656794, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=77479, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/nathan-smith - Phone: 8329177578
- City: Sugar Land
- State: Texas
- Postal Code: 77479
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
