Suggestions
Jordan T. Smith, AWMA®, SE-AWMA™
Founder & Wealth Advisor, Smith Wealth Advisory Group, LLC
Jordan T. Smith, AWMA® (Accredited Wealth Management Advisor) is the Founder and Managing Partner of Smith Wealth Advisory Group at Raymond James Financial Services Advisors, Inc.12 He is a Financial Advisor with a track record of success in the wealth management industry.2
Professional Background
Jordan Smith specializes in providing comprehensive financial planning services to his clients. His expertise includes:
- Detailed financial planning
- Wealth management
- Investment advisory services
- Retirement planning
- Risk management
Philosophy and Approach
Smith and his team at Smith Wealth Advisory Group believe that a well-designed financial plan is the foundation of successful wealth management.1 They focus on:
- Seeing the big picture of a client's financial life
- Addressing all details to make the plan work
- Identifying and addressing any overlooked gaps in financial strategies
Credentials and Experience
- Holds the Accredited Wealth Management Advisor (AWMA) designation
- Has been working with Raymond James Financial Services Advisors, Inc.
- Founded the Smith Wealth Advisory Group
Jordan Smith's approach to wealth management is client-centered, aiming to build trust and long-term relationships with those he serves.2 His LinkedIn profile (username: jordansmithtampaadvisor) likely provides more detailed information about his professional experience and achievements in the financial services industry.
