Justin Smith

Justin joined Merrill in 2002 and has dedicated himself to accelerating the financial success of his clients within their business and personal lives. Justin believes that through discipline and goals based planning that a client’s full financial potential can be reached. Translating a client’s goals and objectives into a defined financial roadmap is one of the most fulfilling aspects of Justin’s work. He leads the effort of managing the team’s discretionary trading portfolios, as well as the selection of Alternative Investments. Justin holds the CRPC™ designation.

From 2017-2021, Justin was recognized by Forbes/SHOOK Research as making the “America’s Top Next-Generation Wealth Advisors” list (Published annually July - Sept. Rankings based on data as of March 31 of current year). Additionally, he has also been named in the Barron’s “Top 1,200 Advisors” list in 2018 (Published on March 12, 2018. Rankings based on data as of September 30, 2017), as well as, the Forbes “Best-in-State Wealth Advisors” list in 2018-2025 (Published annually Jan - April. Rankings based on data as of June 30 of prior year).

Justin graduated from Butler University with a Bachelor of Science degree in Finance. Justin routinely volunteers his time and support for various charitable organizations around the greater Indianapolis area. He and his wife live in Zionsville with their two sons and daughter.

_{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis [his/her] own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Forbes “America’s Top Next-Gen Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
2018 Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.}