SmartVestor

Proud to be a part of the

Dave Ramsey's SmartVestor Program


Robert Casey is recognized as a member in the Dave Ramsey SmartVestor Program at Glen D. Smith & Associates, where he helps families plan to eliminate debt, save, and invest for the future. The SmartVestor Program was created by Dave Ramsey to help his listeners identify Financial Advisors with similar values to his. Robert has been affiliated with Dave for over a decade, upholding Dave’s philosophy which applies “the heart of a teacher”. Like Ramsey, Robert educates his clients regarding important financial planning and investment principles, taking into consideration quality and consistent investments based on market performance. Glen D. Smith & Associates make sure that investments are in line with the particular client’s needs, building financial plans and investment models to achieve long and short term goals. Robert’s focus is always on the client first, keeping in mind agreed upon financial plans and risk tolerance. Members of the SmartVestor Program are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Program, is at your sole discretion and risk.

CFP

Glen D. Smith, Chris Hogan, Robert Casey


CFP

Glen D. Smith, Dave Ramsey, Robert Casey


Raymond James Financial Services does not endorse and is not associated with the Dave Ramsey or the SmartVestor Program.
SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any member of the SmartVestor Program. Members of the SmartVestor Program are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. Members of the SmartVestor Program are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of members of the SmartVestor Program and makes no claim or promise of any result or success of retaining a member of the SmartVestor Program. Your use of SmartVestor, including the decision to retain the services of any member of the SmartVestor Program, is at your sole discretion and risk. Any services rendered by members of the SmartVestor Program you contact are solely that of the member of the SmartVestor Program. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.

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