Kevin Smith, CFP®
Senior Vice President
Kevin Smith joined the firm in 2018 and has over two decades of experience in the financial services industry. Kevin serves as a financial quarterback for his clients, helping them simplify complexity and focus on what they’re truly working toward.
Kevin works with a diverse range of clients to help them navigate the critical years before retirement. He believes retirement isn’t the finish line, but a transition that rewards early and thoughtful planning. His approach centers on comprehensive planning that extends well beyond investments, addressing cash flow, retirement readiness, and the values that drive long-term financial decisions. Kevin also places special emphasis on family involvement, helping clients engage and educate the next generation as part of a broader wealth strategy.
A frequent author and speaker on financial topics, Kevin has participated in panels at the 13th Annual RIA East Investment Forum and InVest 2019, and has spoken on investing fundamentals across Eastern Florida.
Giving back to his community is a core part of who Kevin is. He currently serves as Chairman of the Board of the Financial Planning Association of Central Florida and is a member of Wealthspire’s Financial Planning Committee.
Kevin works with a diverse range of clients to help them navigate the critical years before retirement. He believes retirement isn’t the finish line, but a transition that rewards early and thoughtful planning. His approach centers on comprehensive planning that extends well beyond investments, addressing cash flow, retirement readiness, and the values that drive long-term financial decisions. Kevin also places special emphasis on family involvement, helping clients engage and educate the next generation as part of a broader wealth strategy.
A frequent author and speaker on financial topics, Kevin has participated in panels at the 13th Annual RIA East Investment Forum and InVest 2019, and has spoken on investing fundamentals across Eastern Florida.
Giving back to his community is a core part of who Kevin is. He currently serves as Chairman of the Board of the Financial Planning Association of Central Florida and is a member of Wealthspire’s Financial Planning Committee.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
