Stephen Creed Smith has more than 25 years of experience in protecting the financial lives of clients and ensuring the safety of their investments. This Oklahoma native’s interest in caring for other people’s money had a humble beginning. As a High School student and later as a Business Major at Central State University, he worked his way through school as a Bank Teller sparking his lifelong fiscal fascination and instilling his dedication to integrity at a young age.
His progressively responsible path in the world of finances led to him receiving his Insurance license in 1991 and his Securities and Exchange Commission license in 1995. He later launched Symphony Financial Group, a financial planning firm that aims to help retirees coordinate their financial plans and provide a level of certainty in an uncertain world. Stephen prides himself on his ability identify the potential red flags within a financial portfolio to avoid unnecessary taxes and other financial disasters. His primary focus is to provide his clients with unwavering financial peace of mind and confidence in their retirement strategies, despite the unpredictability of major life changes and global market volatility. By concentrating on developing a personalized investment strategy for each investor and listening intently to each client’s wants and needs, Stephen can help clients understand exactly what their wealth represents to them: freedom, choices, stability, and a comfortable lifestyle.
When he isn’t helping clients develop safe financial plans, Stephen and his wife enjoy traveling, motorcycles, and collecting and playing guitars.
Stephen Creed Smith can be reached at Symphony Financial Group: