Gary Smith, CFP®
Senior Wealth Advisor
Gary has been a financial advisor for 18 years, helping individuals, as well as, families organize and plan their financial lives. In July of 2015, he joined Horizon Wealth Management as a Senior Wealth Advisor after serving similar roles at Lamkin Wealth Management, Fifth Third Bank, and National City Bank.
A lifelong resident of Louisville, Gary graduated from St. Xavier High School and then attended the University of Louisville where he majored in Finance. Gary is FINRA Series 7, 63, 65, and 24 registered with LPL Financial and also holds his health and life insurance licenses. Gary obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2004. He is a member of the Kentucky Chapter of the Financial Planning Association. His objective is to take a comprehensive approach to fulfilling his client’s needs. By creating a connection with his clients, he develops a financial plan that is personally suited to each client and their loved one.
Gary and his lovely wife, Wendy, live in Louisville where they raise two children. Away from business, Gary enjoys keeping fit, playing basketball and spending time with family and friends. Gary and his family are active in St. Michael’s Catholic Church where he volunteers through coaching and other activities. He is an avid college football and basketball fan.