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portrait of Jim Smeenge
FINANCIAL ADVISOR

Jim Smeenge

CFP®, CEPA®
120 South Olive Avenue Ste 101, West Palm Beach, FL 33401opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Jim

If you are a business owner or an individual investor, you know the importance of developing a strategy and seeing it through. We understand that your financial needs can be complex and specialized.

That’s why providing specific financial strategies for you and/or your business team is a process we take seriously. Working closely with you and your certified public accountant and/or attorney, we can help determine the most appropriate financial strategy.

Originally from Winter Park, FL, I attended the University of Alabama for my undergraduate degree and Georgia State University for my master's degree. My wife, Laura, and I have been...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesApril 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Georgia St UnivMaster of Science
  • Univ of Alabama-TuscaloosaBachelor of Science

Personal Interests

  • Coaching Sports
  • Football
  • Fishing
  • Skiing
  • Baseball

Team Members

  • MarySue Messina
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(561) 655-1068

Fax

(877) 599-7075

Office Address

120 South Olive Avenue Ste 101
West Palm Beach, FL 33401opens in a new window

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