George M. Smith, CIMA ®️
Co-CEO and Financial Advisor
About
I am Co-Founder and Co-CEO of Smith Bruer, a fiduciary and fee-only registered investment adviser headquartered in Tallahassee, Florida. My firm provides comprehensive financial planning and wealth management services to high net worth individuals and families, including investment management, tax management, estate and trust management, charitable planning, and insurance planning. Smith Bruer also provides institutional services to corporations and non-profit organizations. Our specialties include retirement plan management services (401k, SEP IRA, defined contribution, and defined benefit plans) and investment management services for foundations and endowments. Investment Advisory Services provided through Smith Bruer, LLC a registered investment adviser.
United States
Tallahassee
Financial Services
Finance, Financial Services, Retirement Planning, Institutional Investments, Financial Planning, Investment Advisory, Customer Service, Financial Advisory, Investment Strategies, Retirement, Financial Analysis, Management, Asset Allocation, Resource Management, Holistic Financial Strategies, Corporate Retirement Plans (401k, PSP, SEP, ESOP), Financial Resource Management, Strategic Planning, Wealth Management, Investments
Experience
Co-CEO and Financial Advisor
Smith Bruer
Tallahassse, Florida
Investment advisory services provided through Smith Bruer, LLC, a Registered Investment Advisor.
Direct Supervisory Principal/Financial Advisor
Capital City Banc Investments
Tallahassee, Florida
Education
Webster University
Health Services Administration
University of Central Florida
Business Administration and Management, General
University of Central Florida
Business Administration and Management, General
George M. Smith, CIMA ®️'s Contact Information
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