Richard Smith

Financial Advisor

An experienced and dedicated financial professional, Rich blends integrity, hard work and personal service to ensure his client’s wealth management plan supports their goals throughout changing personal and market conditions. His roles as both a corporate executive and business owner provide him with the unique insights, experience and objectivity to guide life altering decisions. Rich understands that success generates financial complexity. As a trusted advisor, his role is to simplify his client’s financial future by serving as their family CFO.

Before joining McKeever & Associates as a financial advisor, Rich worked as worldwide Chief Financial Officer within the Disney organization, overseeing financial operations in Japan, France, Hong Kong and the USA. He also held the position of Director, Information Technology for Tupperware International, a $2 billion global manufacturer and distributor of home, beauty and personal care products. Rich also founded and served as President of a computer network integration services firm with clients including AT&T, Lucent Technologies and Lykes.

Rich holds an MBA degree from Rollins College Crummer School of Business in Winter Park, Florida with concentrations in Finance and Entrepreneurship. He also holds a Series 7 General Securities license, Series 66, and a Series 215 Life, Health and Annuities insurance license. Additionally, he has completed the industry certification of CERTIFIED FINANCIAL PLANNER™ professional. A firm believer in continuing education, Rich enhances his experience by attending annual conferences and completing financial planning and investment courses.

Rich is originally from Panama City, Florida, and currently resides in Windermere, Florida. He enjoys spending time with his wife Matil and his daughters Amy and Jaclyn. When he is not working with clients, Rich enjoys the beach, golf, motorcycling, fishing, water skiing, and snow skiing.

Raymond James is not affiliated with any of the organizations listed above.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.