Dan Smith is the Managing Partner of Signature Wealth Partners and Financial Planner for Raymond James Financial Services. Dan has been creating customized strategies for his clients since 1996 and specializes in working with business owners and high-net-worth individuals.
What distinguishes his practice is his ability to deliver objective and unbiased financial strategies. There are ‘no one size fits all’ financial products, which is why Dan spends his time listening to what his clients are trying to pursue, then puts together a financial plan designed to help them strive for their goals with tailored managers and products. His focus on investment strategy and tax planning is designed to help his clients keep more of what they earn and leave more to the people and causes that are important to them.
Dan’s academic credentials include the following designations: Certified Financial Planner™ professional, Chartered Financial Consultant®, Chartered Life Underwriter®, and a *Chartered Advisor for Senior Living. Dan is a graduate of The University of Central Florida and holds the Series 7, 66, 63 and 6 licenses.
Dan is also actively involved in the community, serving on the board of his daughter’s school Windermere Prep. He has served on several boards and nonprofit organizations in Central Florida over the years including the Boy Scouts of America, Best Buddies, American Cancer Society, University of Central Florida College of Business, Leadership Orlando and Lifeforce Cryobanks.
Dan spends his time out of the office with his wife and best friend, Alison, and their two wonderful children, Charley and Quinn. He enjoys traveling, food and wine festivals, and golf. Dan is an actual Florida native and was born in St. Petersburg.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.