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FINANCIAL ADVISOR

Jeff Smith

3700 N Courtenay Pkwy, Suite 106, Merritt Island, FL 32953opens in a new window
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About Jeff

I have a passion for helping the serious, long-term investor achieve their financial goals. I'm committed to educating our clients through our ongoing process of monitoring goals and objectives through various life stages.

Developing your personalized long-term strategy encompasses understanding your tolerance for risk; documenting goals; tracking investment performance and progress towards goals; implementing tailored advice and guidance; and conducting regular reviews. Our process allows us to stay on track while we can focus on what we can control.

During your initial visit, I will carefully listen and understand your needs and goals. What would you like to accomplish and what is...

Focus Areas

  • Wealth Strategies
  • Military Professionals & Veterans
  • Employee Stock Options
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesOctober 2017 to Current

Education

  • Embry-Riddle Aero U-Daytona BeMasters

Personal Interests

  • Golfing
  • Music
  • Reading
  • Personal Fitness
  • Sports Enthusiast

Team Members

  • Lang Alexander
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(321) 392-2885

Fax

(833) 815-6761

Office Address

3700 N Courtenay Pkwy
Suite 106
Merritt Island, FL 32953opens in a new window

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