Jordan T. Smith AWMA™

Founder & Managing Partner, Smith Wealth Advisory Group
Wealth Advisor, RJFSA

Born and raised in Tampa, Jordan helps his clients gain confidence in all aspects of their financial well-being. Bringing over a decade of wealth management experience to his practice, Jordan assists families, individuals, businesses, and entrepreneurs in the state of Florida and across the United States.

Jordan works diligently to enhance and protect his client investments by offering a range of services including portfolio management, retirement planning, banking and lending services, estate planning, and education savings plans.

Jordan believes the most effective wealth management strategies encompass a comprehensive, big-picture approach, tailored to each client's unique objectives. He seeks to build on the trust that clients place in him by combining this strategy-focused mindset with constant personal attention and a commitment to his clients' best interests.

Beyond his professional life, Jordan cherishes time with his wife, Lauren, and his two sons, Clark and Graham. While he enjoys traveling, exercising, and golfing, his free time is mainly spent with his energetic young boys. Jordan holds a Bachelor of Science degree in accounting from the University of Central Florida and is an active member of the University Club of Tampa, the Tampa Yacht and Country Club, the Tampa Heights Community Redevelopment Agency, and Stovall House.

Jordan joined his practice with Raymond James in 2024.