I'm proud to be a financial advisor with more than 38 years of experience in the financial services industry. Our team's intent is to provide personalized guidance and to live within this statement of purpose: "We are energized and motivated when we can have a positive impact on the people that we interact with. Our objective is to build trust and strengthen relationships through clear communication, consistent effort and sincere concern. The success of this team comes from using our gifts and talents to empower individuals and families to achieve their desired outcomes".
I began my career at Edward Jones in 1995 and have served in various leadership roles, including a firm-wide program that I created to consult with and train financial advisors on how to enhance client service and realize the full potential of their practice. After opening the first Edward Jones office in Cordele, GA, and establishing a successful business, I helped onboard and mentor two additional financial advisors who also serve the financial needs of our community.
Our branch team, including myself and branch office administrators Jynni Bowyer and Stacey B. Kamerer, have years of industry experience. But we don't stop there. We are all committed to lifelong learning and professional improvement.
I have met the pre- and post-certification requirements to attain the AAMS™ designation from College for Financial Planning and the CEPA® designation from the Exit Planning Institute. I also hold Series 7, Series 24, Series 63 and Series 65 security registrations as well as an insurance license.
I was named to the 2022 Forbes Best-In-State Wealth Advisors ranking.*
Away from the office, I enjoy spending time with my wife, Patti, and our tuxedo cat, Oreo. We are members of Cordele First United Methodist Church and I am the former chairman of the Cordele/Crisp Chamber of Commerce. Our daughter, Brooke, lives in Atlanta.
*2022 Forbes Best-in-State Wealth Advisors for Georgia, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- LGBT Finances
My Personal Interests
- Wine Collecting/Enthusiast
Mailing AddressPo Box 5509
Cordele, GA 31015
Phone NumberRicky Smith at (229) 273-6644
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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