| | |
|
| 
| Bill Dermann and Amy Smith
have a combined total of over 40 years of experience in assisting individuals
and companies with their financial needs. As a result of this experience, they
fully understand peoples' concerns relating to their long-term financial well
being as well as the importance of developing the trust and confidence essential
to longstanding client relationships. Additionally, they are very much aware of
the role that personal values, family concerns, and emotions play in both the
formation and implementation of successful financial strategies. |
|
Bill Dermann, CFP®
Financial Advisor, RJFS
Partner, DSPWM
Bill Dermann is a co-founder of Dermann & Smith
Personal Wealth Management, L.L.C. and a Certified Financial
Planner (CFP®), with nearly thirty years of experience
in the economic and financial analysis of corporations,
small businesses and individual households. Over the
past thirteen years, his primary focus has been on meeting
the financial planning and investment management needs
of individual clients and their families. He is an advocate
of comprehensive financial planning, recognizes the
need for broad diversification of client assets, and
maintains a moderately conservative investment management
philosophy throughout economic market cycles.
Bill is a graduate of the United States Military Academy
at West Point and retired from the United States Army
Reserve at the rank of Lieutenant Colonel. He has also
attained Master's degrees in both Finance and Industrial
Engineering from the University of Missouri and has
completed the coursework for the doctoral program in
Management at the University of Kentucky. Bill is also
active in the Financial Planning Association, the Society
of Certified Senior Advisors and is currently the President-elect
of the Lexington Kiwanis Club.
Additionally, Bill is a well-known speaker and seminar
leader and has conducted seminars and workshops on financial-related
topics for numerous organizations, corporations, and
groups throughout Kentucky. He also serves as an adjunct
faculty instructor for Sullivan University in the areas
of finance and management.
Bill is married, has two college-age sons, and enjoys
teaching, traveling throughout the United States, and
volunteer work with local service organizations.
|
|
Amy Smith, CFP®
Financial Advisor
Partner, DSPWM, RJFS
Amy Smith is a co-founder of Dermann & Smith Personal
Wealth Management, L.L.C. and a Certified Financial
Planner (CFP®), with nearly a decade of service
in the financial services industry. Prior to her current
affiliation, she managed the operations and administration
functions of a prominent regional financial services
firm. Amy's focus is primarily on providing personalized
assistance to individuals and small businesses in the
areas of financial planning and investment management,
with specialized expertise in assisting women with their
particular financial-related needs. Prior to her career
in the financial services industry, she served as an
Officer in the United States Army with assignments in
the areas of finance, personnel, and operations management.
Amy is a Registered Investment Representative with Raymond
James Financial Services and also licensed in the areas
of health and life insurance.
Amy too is a graduate of the United States Military
Academy at West Point where she majored in Management.
She is also a member of the Financial Planning Association.
Amy is married and is the owner of two very spoiled
yellow Labrador retrievers. She competes regularly in
local road races, marathons, and tennis tournaments.
She has also qualified for and ran in the Boston Marathon
and represented the state of Kentucky in The Unites
States Tennis Association's Southern Sectional tournament
at the 4.5 level.
|  |
|
Dermann &
Smith Personal Wealth Management, LLC 535 Wellington Way, Suite 260
Lexington, KY 40503 Phone: (859) 252-2780 Email: info@dermannsmith.com
(Securities
and investment advisory services offered exclusively through Raymond James
Financial Services, Inc. Member FINRA/SIPC) About
Us | Mission Statement | Our
Philosophy | Access Your
Account Newsletter Archive | Contact Us | Home
© 2003-2008 Dermann & Smith Personal Wealth Management, LLC This
site is published for residents of the United States only. Raymond James Financial
Advisors may only conduct business with residents of the states for which they
are properly registered. Therefore, a response to a request for information may
be delayed. Please note that not all of the investments and services mentioned
are available in every state. Investors outside of the United States are subject
to securities and tax regulations within their applicable jurisdictions that are
not addresses on this site. Contact your local Raymond James office for information
and availability.
| |
| |