Erik Schneider
Head of Business Operations, Smith Wealth Advisory Group
Office Operations Coordinator, RJFSA
Erik Schneider brings 16 years if experience in the Financial Industry to Smith Wealth Advisory Group. In this time, he has gained an understanding of multiple divisions of the Financial Industry. Before Smith Wealth Advisory Group, Erik worked for one of the leading IMO’s in NYC. In 2020, he joined an RIA in Tampa as an Operations Liaison driving customer satisfaction.
Erik has always worked in Operations and believes the ability to streamline processes and drive organizational efficiency will provide the best client experience. Strong communication along with relationship management is the foundation of a Wealth Management Firm.
When Erik is not in the office, he enjoys golfing as he used to be an Assistant Golf Professional and still boasts a 3 handicap. (Feel free to call him for a golf lesson). He also enjoys cooking and walking around Tampa with his rescue dog Buddy Boy.