Ulysses Smith Jr
About Ulysses Smith Jr
Ulysses Smith Jr. is an Investment Advisor Representative and Senior Regional Leader at Primerica, with a background in financial advisory services and nonprofit work. He holds an MBA from the University of Wisconsin-Whitewater and has experience in various roles, including program associate and independent financial advisor.
Work at Primerica
Ulysses Smith Jr. has been employed at Primerica since 2019, serving as an Investment Advisor Representative and Senior Regional Leader. In this role, he operates in Winthrop Harbor, IL, and focuses on providing financial advisory services to families in the Greater Chicago Area. He has been instrumental in promoting Primerica's mission, which aims to help families achieve financial independence and become debt-free. His work involves advising clients on financial planning and investment strategies.
Education and Expertise
Ulysses Smith Jr. holds a Master's degree in Business Administration (MBA) from the University of Wisconsin-Whitewater, where he studied from 2013 to 2015. He also earned a Bachelor of Business Administration (B.B.A.) in Economics from Beloit College, attending from 2009 to 2013. His educational background provides him with a strong foundation in business and financial principles, which he applies in his advisory role.
Background
Ulysses Smith Jr. began his career in the financial services industry with a role as a Taste of Life Intern at The Tranel Financial Group in 2014. He later worked as a Program Associate at Waukegan To College (W2C) from 2015 to 2018, and as an Independent Financial Advisor at Money Concepts during the same period. He has also held positions in customer engagement and leadership roles, including serving as a Scout Leader for the Boy Scouts of America from 2010 to 2013.
Achievements
Throughout his career, Ulysses Smith Jr. has focused on financial planning and advisory services. He emphasizes the importance of planning in achieving financial goals, often quoting, 'People don’t plan to fail, they fail to plan.' His commitment to helping families navigate their financial journeys is evident in his work at Primerica and his previous roles in the nonprofit sector.