Gregory S. Smith, CFP®, ChFC®, CPWA®, CTFA

Gregory S. Smith is a highly experienced and credentialed financial professional who currently serves as a Managing Director and Senior Financial Planner at Raymond James.1 He is one of three managing partners and a founding member of The Wise Investor Group, which transitioned to Raymond James in September 2022.1

Professional Background

Smith has over 20 years of experience in financial planning.3 Prior to joining Raymond James, he worked with The Wise Investor Group at several firms, including Prudential Securities, Ferris, Baker Watts, and most recently, Baird, where he was also a managing director.1

Qualifications and Expertise

Gregory Smith holds multiple professional certifications, including:

• Certified Financial Planner™ (CFP®)
• Chartered Financial Consultant® (ChFC®)
• Certified Private Wealth Advisor® (CPWA®)
• Certified Trust and Fiduciary Advisor (CTFA)12

These credentials demonstrate his expertise in various aspects of financial planning and wealth management.

Role and Responsibilities

As a senior financial planner, Smith focuses on:

1. Working directly with clients to update and review their financial plans
2. Developing the team's financial planning process
3. Helping clients make important financial decisions, such as when to apply for Social Security benefits or consider Roth IRA conversions
4. Educating clients on financial and investment matters
5. Collaborating with other professional advisors like CPAs and estate planning attorneys1

Education

Smith's educational background includes:

• Bachelor's degree in psychology from the University of Arizona
• Master's degree in psychology from George Mason University
• Certificate in financial planning from the Florida Institute of Technology's Virginia campus
• Master's degree in financial planning from the College for Financial Planning1

Personal Life

Gregory Smith resides in Great Falls, Virginia, with his wife, Jodi, and they have four children. In his free time, he enjoys running, working out, singing, playing the piano, traveling, and spending time with his family.1