maurice lorenzo
Head of Business Development, Smith Wealth Advisory Group
Office Business Coordinator, RJFSA
Born and raised in Tampa, Florida, Maurice combines his local insight with a forward-thinking approach to business development. His career has been marked by his ability to translate complex financial concepts into actionable strategies that resonate with diverse audiences. At Smith Wealth Advisory Group, Maurice is instrumental in developing targeted marketing initiatives, expanding client relationships, and supporting the team’s long-term growth objectives.
Maurice’s efforts extend beyond client engagement; he is dedicated to fostering business partnerships and identifying new opportunities to expand the firm’s reach. His work exemplifies a commitment to building sustainable relationships and driving meaningful outcomes for both the business and its clients. Leveraging his deep expertise in growth and client management, Maurice drives innovative strategies to connect Smith Wealth Advisory Group’s mission with its clients’ goals, fostering trust, transparency, and personalized service.
Outside of his professional endeavors, Maurice enjoys captaining, fishing, and spending time with his family, all of which provide him with inspiration and balance. Maurice’s passion for financial marketing and development makes him a key contributor to Smith Wealth Advisory Group’s success and its vision for the future.