Kaylee Smith
Registered Representative Financial Advisor, RJFSKaylee joined our team in August 2021. She graduated from the University of North Florida in December of 2021, with a BBA in Finance and Financial Planning. She currently holds the Series 7 and 66 license and plans to obtain her CFP certification in the near future. 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 spend quality time with friends and family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Mahatma Gandhi
