Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
At Bloomington-based Integrated Equity Management, Cammy Smith rose through the ranks from financial advisor to CEO, a role she took on in 2021.
Along the way, she diversified her experiences, earning an international MBA in Madrid, where she gained experience in social venture capital funds. She graduated from IE Business School on the Dean’s List and in the top five percent of her class.
Smith also spearheaded Revive Consulting+, a B2B consultancy to help financial advisors overcome challenges of growth, independence, and succession. Dedicated to serving the communities around her, Smith donates her time and resources to multiple nonprofits and encourages her staff to do the same.
Living between Minneapolis and Miami, Smith sits on the board of Start Reading Now in Minneapolis and is the 2024 President of Commonwealth Financial Network’s Women’s Advisory Council.
7900 International Drive, Suite 405, Bloomington, MN 55425
952 854 5544
linkedin.com/in/smithcammy
integratedequity.net/cammysmith
Cammy Smith
Chief Executive Officer and President
Integrated Equity Management
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Bio
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Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2016–
present
2016–
present
2023–
present
2018
2020–2023
March 2016–present: Owner and Founder at Revive Consulting
2016–
present
January 2016–January 2021: Chief Strategy Officer at Integrated Equity Management
January 2021–present: CEO and President at Integrated Equity Management
2016–
present
December 2023–present: President, Women’s Advisor Council at Commonwealth Financial Network
2023: Recognized as Notable Leader in Banking and Finance by Twin Cities Business Journal
2023–
present
Became a Principal at Johnson Investment Counsel, recognizing his contributions to the firm
2018
Promoted to Director, Portfolio Manager, Principal in 2020, and most recently to Managing Director, Portfolio Manager and Principal in 2023
2020–
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Disclosure
2024 InvestmentNews Rising Stars, created by InvestmentNews. Presented in November 2024, based on data gathered from July 2024 to October 2024. Over 600 advisors were considered, 85 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 Notable Leaders in Banking and Finance Award created by Twin Cities Business Magazine. This award is based on leaders who have at least five years of experience in their field and who have shown the ability to effect change. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
Disclosure
2024 InvestmentNews Rising Stars, created by InvestmentNews. Presented in November 2024, based on data gathered from July 2024 to October 2024. Over 600 advisors were considered, 85 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 Notable Leaders in Banking and Finance Award created by Twin Cities Business Magazine. This award is based on leaders who have at least five years of experience in their field and who have shown the ability to effect change. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
Disclosure
2024 InvestmentNews Rising Stars, created by InvestmentNews. Presented in November 2024, based on data gathered from July 2024 to October 2024. Over 600 advisors were considered, 85 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 Notable Leaders in Banking and Finance Award created by Twin Cities Business Magazine. This award is based on leaders who have at least five years of experience in their field and who have shown the ability to effect change. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
