Kaylee Smith
Kaylee Smith Client Services Manager

Kaylee joined our team in August 2021 as a Client Services Intern. She graduated from the University of North Florida in December of 2021, with a BBA in Finance and Financial Planning. Kaylee will continue to learn the industry as she prepares to get her Series 7 and Series 66 license. Kaylee also plans to take the CFP exam and eventually become a financial advisor. Kaylee started her career in the banking industry, working as a Teller Solutions Representative. She then discovered her passion for helping people reach their financial goals and decided to set herself a goal to become a CFP professional.

Kaylee was born and raised in Jacksonville and graduated from Fletcher High School in May 2018. In her spare time, Kaylee loves to read, travel, and play with her 6-month-old puppy Jay.