Sheila Smith, Financial Advisor

FINANCIAL ADVISOR
Sheila K Smith

AAMS™
25349 W Newberry Rd, Newberry, FL 32669opens in a new window
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

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

Team Members

  • Alicia Davis
    Branch Office Administrator

Send Me a Message

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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

Phone

(352) 472-2776

Fax

(800) 392-7136

Office Address

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

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