GREGORY SMITH
I began my career as a financial advisor in 2008. I focused on learning what was important to my clients and what goals they were working towards before helping them to invest their money. After extensive due diligence, I partnered with Raymond James in order to best serve my clients. The tools, resources, support, professional development, educational opportunities, and breadth of product offerings are second to none. As a CERTIFIED FINANCIAL PLANNER™ professional, I adhere to the highest ethics and commitments to professionalism and continuing education.
As your financial advisor, I will partner with you, your family, CPA, attorneys, and other professionals to most effectively help you work towards your personal goals. I work to help you and your family: plan for retirement, set up a plan to help you through retirement, plan your legacy, plan and pay for an education, save on taxes, and prepare for the unexpected. We also offer many educational presentations designed to help our clients in a wide variety of subjects.
I grew up in Newberry, Florida and graduated from Newberry High School where I was both on the varsity weightlifting and football team. I attended the University of Florida, where I graduated with honors with a Bachelor of Science in Business Administration with a major in Management.
I am originally from West Palm Beach, Florida and have lived in Newberry since 1995. My hobbies include boxing, fishing, tennis, golf, guitar/piano, triathlons, and all things Gator sports. I am a lifelong learner and have a passion for the markets and staying current with economic trends. I also am an avid reader and enjoy nothing more than relaxing while reading a good exploration book or autobiography. My wife and I love traveling and all things outdoors: hiking, kayaking, camping, target shooting, etc. Being that I thoroughly enjoy challenging my limits and taking on new challenges in general, I always stay learning and regularly volunteer in my community and never get bored.
I believe that our passion and commitment to lifelong improvement helps create our branch team’s culture, which is dedicated to providing you with the highest level of service possible. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL
PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
GREG SMITH CFP®
FINANCIAL ADVISOR BRANCH MANAGER
---- -- --- --- -
24836 W Newberry Road // Newberry, FL 32669 // 352-472-3220
greg.smith@raymondjames.com // www.raymondjames.com/gregsmith
I began my career as a financial advisor in 2008. I focused on learning what was important to my clients and what goals they were working towards before helping them to invest their money. After extensive due diligence, I partnered with Raymond James in order to best serve my clients. The tools, resources, support, professional development, educational opportunities, and breadth of product offerings are second to none. As a CERTIFIED FINANCIAL PLANNER™ professional, I adhere to the highest ethics and commitments to professionalism and continuing education.
As your financial advisor, I will partner with you, your family, CPA, attorneys, and other professionals to most effectively help you work towards your personal goals. I work to help you and your family: plan for retirement, set up a plan to help you through retirement, plan your legacy, plan and pay for an education, save on taxes, and prepare for the unexpected. We also offer many educational presentations designed to help our clients in a wide variety of subjects.
I grew up in Newberry, Florida and graduated from Newberry High School where I was both on the varsity weightlifting and football team. I attended the University of Florida, where I graduated with honors with a Bachelor of Science in Business Administration with a major in Management.
I am originally from West Palm Beach, Florida and have lived in Newberry since 1995. My hobbies include boxing, fishing, tennis, golf, guitar/piano, triathlons, and all things Gator sports. I am a lifelong learner and have a passion for the markets and staying current with economic trends. I also am an avid reader and enjoy nothing more than relaxing while reading a good exploration book or autobiography. My wife and I love traveling and all things outdoors: hiking, kayaking, camping, target shooting, etc. Being that I thoroughly enjoy challenging my limits and taking on new challenges in general, I always stay learning and regularly volunteer in my community and never get bored.
I believe that our passion and commitment to lifelong improvement helps create our branch team’s culture, which is dedicated to providing you with the highest level of service possible. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL
PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
GREG SMITH CFP®
FINANCIAL ADVISOR BRANCH MANAGER
---- -- --- --- -
24836 W Newberry Road // Newberry, FL 32669 // 352-472-3220
greg.smith@raymondjames.com // www.raymondjames.com/gregsmith
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- Website:
https://www.orionadvisorypartners.com/ - Phone: 3524723220
- City: Newberry
- State:
- Postal Code: 32669
- Country: United States
- Designations: CFP, CEPA
- Markets Served: North and Central Florida
- Company Name: Orion Advisory Partners
GREGORY SMITH

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