04 Feb Kristin Smith of Raymond James and Associates
Kristin Smith of Raymond James and Associates will share her financial planning expertise to help us all prepare for a successful 2025.
With over 30 years of experience in the financial services industry, Kristin understands the needs and concerns many people have in light of today’s market volatility. She has been with Raymond James since 1997 and worked with A.G. Edwards & Sons for nine years prior.
Kristin earned a Bachelor of Business Administration degree in Marketing from Eckerd College. She has earned designations as a Wealth Management Specialist and Retirement Income Certified Professional®. Kristin has always preferred to utilize a comprehensive financial planning process, which includes investment management, tax-efficient estate planning, business succession planning, retirement income planning, life insurance strategies and higher education funding.
Outside of work, Kristin likes to be an active presence in her community. She has served on the Board of Trustees for Suncoast Center Inc. for over 15 years and is the immediate past Chair of the Board. She has also volunteered for Project Prosper for over a decade, and currently serves on their loan committee. And for over 20 years, Kristin has been an active member at the both the local and statewide levels for the Florida Federation of Business & Professional Women.
Kristin and her fiancé, Jim, enjoy living in Gulfport along with their cats, now that their children have become successful, independent adults. Her hobbies include playing golf, growing orchids, reading science fiction, kayaking, traveling, and cheering for the Tampa Bay Rays.
Don’t miss your chance to get 2025 started right with BPW!