Proudly Providing the Personalized Service Our Clients Deserve

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

Families & Individuals
Families & Individuals

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources.

Our access to technology, research, and specialized knowledge allows us to adapt to your needs and objectives.

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Professionals, Executives, & Business Owners
Professionals, Executives, & Business Owners

When it comes to local wealth management, you want options on both qualified retirement plans and non-qualified deferred compensation plans.

We have experience in creating and managing both. What you’ll also gain from working with us, is an advocate for your financial well-being.

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Corporations & Businesses
Corporations & Businesses

We offer pragmatic guidance in establishing corporate retirement plans, assisting with overall plan oversight and documentation.

We are diligent in staying up-to-date with regulatory standards,helping sponsors manage fiduciary risk, while striving to optimize participants’ benefits at a reasonable cost.

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A Breadth of Services to Serve a Variety of Needs

We know your financial priorities and needs of today may look different down the road. Whether you are looking to manage your finances, preserve your wealth, or need help to build your legacy, we provide a wide range of services designed to keep pace with your life as it evolves.

We will work hand-in-hand with you to select the service that best suits your needs. Leveraging our comprehensive financial planning knowledge, we will tailor the required service to your unique situation, with your specific goals in mind.

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ALTERNATIVE INVESTMENTS

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CASH MANAGEMENT

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COLLEGE PLAN SAVINGS

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CORPORATE RETIREMENT PLAN CONSULTATION

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ESTATE, CHARITABLE GIVING & TRUST

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FINANCIAL PLANNING

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PORTFOLIO MANAGEMENT

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PRIME BROKERAGE & CUSTODY SERVICES

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RISK MANAGEMENT

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SOCIALLY RESPONSIBLE INVESTING

Holistic Financial Guidance for Each Matter Money Touches

We know your financial priorities and needs of today may look different down the road. Leveraging our comprehensive financial planning knowledge, we provide a wide range of service capabilities designed to keep pace with your life as it evolves. By focusing our skills and experience to assist in all things related to your financial well-being, we hope to enable you to continue focusing on the things in your life which matter most to you.

LET'S GET STARTED

Solely focused on working on behalf of your financial goals & well-being.

Take the first step to securing your financial future.

Let's Talk
Glen D. Smith
© 2019 Securities offered through Raymond James Financial Services, Inc. Member FINRA & SIPC.   Legal Disclosures    Privacy Policy    Terms of Use
Raymond JamesRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Glen D. Smith & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.