Rich Smith started his career with Southwestern/Great American Inc. selling books part-time with Southwestern and paying his way through Taylor University in Indiana. After college, Rich joined the company full-time as a sales representative. He quickly moved into a leadership position with Great American and developed the largest organization in the company. He served as divisional Vice President and was recently inducted as a Charter Member into Great American’s Hall of Fame. In his 39 year career with the company, he has also served as a Corporate Board Member of Southwestern/Great American Inc.
In January 2006, Rich made the decision to leave Great American and follow his passion in the area of personal finance to join a sister company, Southwestern Investment Group, as a Raymond James financial advisor. He quickly distinguished himself there becoming a member of the Leadership Board and a Senior Vice President.
Rich has received his Series 7, Series 66, and Life and Annuity Insurance Licenses. He is registered with Raymond James Financial Services, Inc. Rich’s focus is helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.
Rich has been married to Rhonda, a middle school principal at Christ Presbyterian Academy, for 37 years. They have three children who are all married and live in the Nashville area, and give grandchildren. Besides spending time with family, Rich enjoys watching sports, reading, and playing golf.
*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.