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Kevin W. Smith



Kevin entered the Investment Management Industry in 1994, acquired the Dunedin branch of First Allied in 1999.  The history of the Dunedin Branch dates to 1977.  We have been proudly providing financial services for 33 years.  A military veteran who received numerous medals and letters of achievement while serving in the US Navy.   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.

-Plan you life as if you were going to live forever,

-Live your life as if you were going to die tomorrow

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck