Craig A Netzely,
Wealth Advisor
Chief Compliance Officer

Craig Netzley is the Chief Compliance Officer of Smith Company Financial Advisors. A Wealth Advisor and experienced investor, Craig joined Smith Company in 2003.

At Smith Company, Craig works with retirees and small business owners to develop strategic investment plans that will last throughout retirement. Craig’s clients appreciate his down to earth approach to investment advice.

Prior to joining Smith Company, Craig worked as a Financial Advisor at Morgan Stanley (formerly Morgan Stanley Dean Witter). Prior to joining Morgan Stanley, he was a Senior Business Analyst, Trainer, and Operations Manager for over 21 years at Dun & Bradstreet (the world’s leading source of commercial information and insight on businesses).

Craig has passed the rigorous exams required to be fully licensed financial advisor, which includes the Series 7 (General Securities Representative), Series 66 (Uniform Securities Agent /Registered Investment Advisor), and Series 31 (Futures Managed Funds Agent). In addition, Craig carries the licenses to offer long-term care, life, and disability insurance as appropriate to fulfill financial planning goals.

Craig received the D&B Presidential Citation three years in a row for excellence as the Top Analyst in the country; in addition, Craig twice received the Citation for top management teams.

Craig honorably served in the U.S. Army overseas from 1971-1975. Craig is a graduate of the California State University, Fullerton with a Bachelors Degree in Business. Craig’s hobbies include golf, scuba diving, snorkeling, hiking, skiing, bridge, and chess.