Born and raised in Tampa, Jordan Smith guides his clients to build confidence and clarity into their financial lives. Jordan brings 10 years of wealth management experience to his work with Florida families, individuals, and entrepreneurs. He fully expects to serve his clients and their families for decades to come, and plans accordingly.

Jordan  works diligently to enhance and protect his clients' investments, offering a range of services, including portfolio management, retirement planning, trust and estate planning, banking and lending services, 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 and newborn son, Clark. While he enjoys traveling, exercising, and golfing, his free time is now devoted to his growing family. 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 Heights Community Redevelopment Agency (CRA), Stovall House, and Avila Golf & Country Club. He joined Raymond James in 2024.