Adam began his career at Regions Bank gaining experience in commercial and residential lending and banking from 2000 – 2002. He then specialized in securities based lending, financial planning, social security and product development at Merrill Lynch for nearly 15 years.
Since joining the Cabana team in 2016, Adam has developed company relationships with mortgage and securities partners and expanded the list of life insurance products and services that Cabana can offer clients. Mr. Smith is known for having personal and long-lasting relationships with his clients thanks to his expertise in investment selection and portfolio management, as well as financial and retirement planning.
Adam is originally from Long Beach, CA, but graduated from John Brown University in 1999 with a BA in Public Relations. He currently resides in Rogers, AR with his wife and four children, and offices in our Fayetteville location.