Jeffrey Smith

Jeffrey Smith is a board member at R'Club and was previously employed as a first vice president and investment officer at Wells Fargo Advisors from January 2009 to October 2019. Jeffrey has also worked as a vice president at Merrill Lynch from October 1994 to January 2009. Jeffrey has experience working with high net worth families, executives, physicians, and business owners. Jeffrey utilizes a goal based planning process to assist in wealth management for their clients.

Jeffrey Smith has a BA from The Ohio State University and has also gone through Leadership St. Pete Class 2010. Jeffrey is currently Marion L. Steele's educational career.