By Glen D. Smith, CFP®, CRPC®
In part one, I talked about what we do as independent financial advisors, however, it’s really about the people behind the name.
More than just a team
But Glen D. Smith & Associates isn’t just me. It takes a dedicated team of like-minded professionals to provide the exceptional service and commitment that we’re known for.
Robert Casey, Tad DeMeester and I do the analysis, development, and evaluation of our customers’ assets. We’re the people behind the solutions that maximize their future wealth.
Erica Doré is our greatest asset. As a Client Associate, she is the first line of contact for our clients. Using her exceptional organizational skills, she makes sure that we regularly talk to our customers about the performance of their portfolios.
We’re a family
Robert, Tad and Erica are like family to me. So, when people ask me, “What do you do at Glen D. Smith & Associates?” I say, “I work with my family to provide a better future for your family.”
Glen D. Smith & Associates, Raymond James is located at 1029 Long Prairie Road, Suite C, Flower Mound, TX 75022. (469) 212-8072.
Glen D. Smith & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Any opinions are those of Glen D. Smith and not necessarily those of RJFS or Raymond James.
This case study is for illustrative purposes only. Individual cases will vary. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Contributions to a traditional IRA may be tax-deductible depending on the taxpayer’s income, tax-filing status, and other factors. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59½, may be subject to 10% federal tax penalty.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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