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In Pittburgh:
2790 Mosside Boulevard
Suite 630
Monroeville, Pennsylvania 15146
(412) 325-8480 Phone
(412) 646-2155 Fax

In Naples:
3003 Tamiami Trail North
Suite 410
Naples, FL 34103
(239) 261-9363 Phone
(239) 262-2122 Fax

Brian D. Smith, JD, CFP®

Brian is a graduate of the Duquesne University School of Law. Brian has been a valued financial representative for the past twenty-three years in the areas of insurance, financial, estate and charitable planning, business succession and retirement planning. As a Certified Financial Planner® and attorney, Brian combines his extensive education and personal experience to create a comprehensive strategy that educates, coaches and facilitates a high value plan for his clients.

Brian’s former charitable Board of Director positions and other affiliations include: the Cystic Fibrosis Foundation of Western Pennsylvania, the National Kidney Foundation, the Sarano Kelley Educational Foundation, the World Affairs Council and Big Brothers Big Sisters of Greater Pittsburgh. Brian is also a Community Relations Pastor in Murrysville, PA*. Throughout his career, Brian has received numerous industry distinctions and is a nationally recognized speaker and advisor. Brian lives in Murrysville with his wife and two sons.

* Not practicing for Guardian or any subsidiaries or affiliates thereof.

Registered Representative & Investment Advisor with Park Avenue Securities, Financial Representative of Guardian.