MOBILE, AL, June 14, 2016 - Wilkins Miller Wealth Management, an independent Registered Advisory firm with offices in Mobile and Fairhope, is pleased to announce that Frank Smith, CPA, will be joining the Wilkins Miller Wealth Management Team.
In 2004, Smith received his Bachelor of Science in Commerce and Business Administration with a concentration in finance from the University of Alabama. Smith joined Wilkins Miller accounting firm in 2012, and currently serves as a senior accountant with four years of audit and tax preparation experience. As a member of the Wilkins Miller Wealth Management team, Smith’s focus will be on financial planning for individuals and businesses. He is also a candidate for the Personal Financial Specialist (PFS) certification. The PFS was established by the AICPA for CPAs who specialize in financial planning and is firmly grounded in the knowledge and skills required in the planning profession. Certification requires extensive study and practical experience in the areas of Investment, Estate, and Retirement Planning and Risk Management.
“We are excited to have Frank join our team,” Managing Director of Wealth Management Greg Bowen, CFA, CFP, said. “His years of experience as a CPA will be an invaluable addition to our planning team.”
Wilkins Miller Wealth Management is committed to offering independent, unbiased advice and proven solutions through comprehensive services including investment management, retirement income planning, risk management, and business retirement plans. Wilkins Miller Wealth Management is located at 41 West Interstate 65 Service Road North, Suite 400 in Mobile and 56 South Section Street in Fairhope.