Cheryl Smith

Wealth Advisor



Phone: (813)443-8423




I have committed my 30+ year career to the delivery of customized investment advice to high net-worth individuals, families and entities they support. I am able to interpret and communicate complex financial information to assist clients in achieving their long-term financial and retirement goals. By understanding clients' investment objectives and risk profiles, I aim to deliver consistent high impact advice to advisory-based relationships.

As a high net-worth intergenerational valued advisor, I use a goals-based planning approach, analytical support and customized investment management strategies. I believe in team-oriented relationships and engage members of my clients' Investment Committees, Boards of Trustees and Boards of Directors to build tax and cost efficient investment policy and management solutions.

My experience includes building inflation-adjusted income designed to meet the needs of spending policies, retirement lifestyles. While I cannot provide legal or tax advice I will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.