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portrait of Steve Smith
FINANCIAL ADVISOR

Steve Smith

CFP®
330 S W Main Blvd, Lake City, FL 32025opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Steve

Our branch advises great families who are in or approaching retirement. As a holder of the CFP® certification, I help them define specific life goals that include personal purpose, family, health and finances. Then, we create comprehensive strategies to help give them confidence to live a satisfying life. Along the way, we work together to help them reach their destination.

We operate under two guiding principles: PROFESSIONAL and PERSONAL.

1. PROFESSIONAL — We have a philosophy of continual improvement to increase our professional acumen and offer high-caliber advice and guidance.

2. PERSONAL — Personal interaction is so important that we prioritize every...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesFebruary 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of South FloridaMaster of Business Admin
  • North Carolina State UnivBachelors

Personal Interests

  • Camping
  • Canoeing
  • Hiking
  • Reading
  • Art Museums

Team Members

  • Lisa McInnis
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(386) 758-6888

Fax

(855) 621-4257

Office Address

330 S W Main Blvd
Lake City, FL 32025opens in a new window

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