portrait of Sheila K Smith
FINANCIAL ADVISOR

Sheila K Smith

AAMS™
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Sports Enthusiast
  • Community Outreach
  • Volunteering
  • Music

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(800) 392-7136

Branch Team

  • Shelby Burdette
    Branch Office Administrator

Office Address

25349 W Newberry Rd
Newberry, FL 32669opens in a new window

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