Bachelor’s Degree in Business Management, Sam Houston State University
Biography
Education & Designations
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Biography
Michael Smith is President, Partner, and co-founder of Avidian Wealth Solutions and has over 25 years of investment experience. Michael holds a B.A. in Business Management from Sam Houston State University.
Michael also serves as President of the Avidian Insurance Agency. He also hosts ‘The Lowdown’, a weekly market report on YouTube. Before co-founding Avidian Wealth in 2002, Mike was a vice president at Wunderlich Securities. He recently received his CEPA (Certified Exit Planning Advisor) designation, allowing him to coordinate exit planning strategies for high-net-worth business owners.
Michael has a passion for small business and serves on the leadership counsel for the National Federation of Independent Business in Texas. He is also co-chair of ‘Fashion Funds the Cure’, an event by the National Pediatric Cancer Foundation. Michael is also involved in a charity for rescuing dogs.
Michael resides in Houston with his wife and two children. In his free time, he enjoys traveling and is a practicing blackbelt in jujitsu.
Education & Designations
CEPA©
Media
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