Halie K. Smith
Compliance Officer and Vice President
Halie joined IMA Wealth in 2016 as the company’s Compliance Analyst. She brings more than 17 years of experience in the financial services industry, including over 10 years with Banc of America Investment Services as Vice President and Wealth Management Complex Banker and most recently, 2 years as a Senior Wealth Banker with INTRUST Bank. Halie earned a Bachelor of Science degree in Business Administration from Bethel College and a Masters of Business Administration from Wichita State University. She has also passed the FINRA Series 7, 24, 63 and 66 examinations for Registered Representatives.
Office: 316-266-6582 | firstname.lastname@example.org