Kevin Smith


Providing the Proactive Investment Management Process to individuals and corporations.

Kevin a military veteran spent 6.5 years in the United States Navy during which time he

 received numerous medals and letters of achievement. With over 16 years in the financial

management industry, Kevin, received the professional designation of Accredited Asset

Management Specialist from the College for Financial Planning in Denver, Colorado in

2001. Kevin is active in various not for profit organizations and has conducted workshops

on a wide range of financial subjects. He makes himself available to groups and

organizations to conduct financial seminars helping investors understand the financial planning process and

how to make sound financial decisions.

Phone 727-734-8834
Fax 727-734-8836