Miles Morrissey joined Retire SMART in March 2024 as a Financial Advisor, bringing a wealth of experience and a passion for helping clients achieve their financial goals. A graduate of the University of Nebraska-Lincoln, Miles earned a Bachelor of Science in Business Administration, with a focus on Finance and Investments, laying the foundation for his strong understanding of financial markets, investment strategies, and risk management. By the time he graduated, Miles was already a licensed financial advisor and went on to earn certifications as a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Accredited Wealth Management Advisor (AWMA).
Before joining Retire SMART, Miles spent over four and a half years at UBS, starting as a Wealth Management intern and quickly advancing to Senior Wealth Strategy Associate, where he developed comprehensive wealth management strategies for high-net-worth individuals and families. His extensive experience, combined with his dedication to client success, makes him a valuable asset to the team.
Miles has also become the firm’s go-to advisor for Medicare, teaching the popular, free-to-the-public “ABC’s of Medicare” class. Outside of his professional life, he enjoys spending time with his wife, Raechel, whether walking, biking, or cheering on Husker athletics. A lover of chocolate chip pancakes, Miles is always ready to make a new friend over breakfast.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retire SMART is not affiliated with the US government or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Retire SMART is stated or implied. Appearances on the media outlets included herein are paid placements.
Companies on the 2023 Inc. 5000 list are ranked according to percentage revenue growth from 2019 to 2022. The full 2023 Inc. 5000 list was published in August 2023. SMART Wealth paid Inc. Magazine a non-refundable processing fee to be considered for inclusion on the Inc. 5000 list.
