We have a process to help guide successful people in achieving a work-optional lifestyle. As a financial advisor with the CFP® certification, I coach our clients to envision their dream retirement. Then, we create a strategy to help them prioritize their financial life. Next, I partner with them on their financial journey to help them reach their destination.
My focus is to provide a customized approach for each client on their journey toward their financial goals. We have two guiding principles: Professional and Personal.
1) Professional – We assist our clients in setting their financial goals based on what's important to them using a high level of competence. I am always improving my professional acumen to offer quality advice and guidance.
2) Personal – Personal interaction is so important that we prioritize every experience our clients have with us. Over time, many of our clients also become our friends.
We partner with our clients throughout this journey. We help you meet your goals by listening to your input. Hearing from you on a regular basis keeps us focused on what is important to you.
My branch office administrator is focused on providing exceptional service to our clients. She strives to exceed your expectations in answering questions concerning your statement, dividends, stock certificates or your account in general.
I began serving Lake City as an Edward Jones financial advisor in 2013 and, by 2016, was recruited to leadership, with responsibilities to guide and mentor our new financial advisors.
I am committed to improve our community through civic involvement and charitable giving. I currently serve as the president of the Lake City Chamber of Commerce, enjoy serving in the Rotary Club of Lake City and am an active member of Church on the Way.
I attended the University of South Florida, finishing in 1990 with an MBA with a focus in finance.
I've had 30-plus wonderful years of marriage to my wife, Cathy. We've been blessed to raise two children in our adopted hometown of Lake City. Cathy and I enjoy camping, hiking, canoeing and spoiling our grandchildren.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Art Museums
Office Address330 S W Main Blvd
Lake City, FL 32025 opens in a new window
Phone NumberSteve Smith at (386) 758-6888
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