David E. Smith, CFP, BFA, MBA

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Troy, MI
David E. Smith, CFP, BFA, MBA

Financial Advisor | Managing Director | Ameriprise Financial Services, LLC

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10/29/2026

There’s no one-size-fits-all approach to saving for college.

While 529 plans are a popular choice, other options may better align with your family’s priorities and how you want to plan.

This article breaks down the differences to help you decide.

I can help you find the approach that supports your goals.

What to consider as you choose an appropriate saving vehicle to meet your goals.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/27/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

10/22/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

10/21/2026

In an ever-changing world, the Certified Financial Planner™ (CFP®) designation remains a clear signal of knowledge, discipline, and accountability.

As a CFP® professional, I partner with individuals and families to build clear, actionable plans — covering everything from retirement and investments to tax-smart strategies and legacy planning — always aligned to what matters most to them.

If someone in your network could use a thoughtful second opinion — or wants to turn financial goals into a real plan — I’d welcome an introduction. Feel free to message me directly, and I’m happy to help.

https://bit.ly/3WmTw42

10/20/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

10/19/2026

If something feels off, trust that instinct.

Many of today’s most effective scams don’t look suspicious at all — that’s what makes them so dangerous.

Here’s a look at the most common tactics we’re seeing right now — and what to do to stay one step ahead.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/16/2026

Election headlines come and go.

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.

That's why a disciplined, long-term investment strategy remains so important.

If you'd like to discuss how current events may impact your financial strategy, I'm here to help.

10/15/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Address

101 W Big Beaver Road Ste 425
Troy, MI
48084

Website

https://www.ameripriseadvisors.com/david.e.smith

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