Brandi Smith

For Brandi Smith, the essence of financial planning lies in forming meaningful relationships and deeply understanding the unique needs of each client. With a dedication to personalized service, Brandi is committed to providing exceptional support and ensuring a seamless client experience at every stage.

Brandi believes in a client-first approach, prioritizing communication, and responsiveness to address any concerns and simplify the complexities of financial management. By anticipating future needs and ensuring clients have the tools they need, Brandi empowers clients to make informed decisions with confidence.

Firmly rooted in the Midwest, Brandi is originally from Danville, Illinois, and attended Eastern Illinois University. With 15 years of experience at Morgan Stanley, Brandi has a robust background in the financial industry. She brings this extensive expertise to her current role at Raymond James, where her primary focus is on delivering outstanding client service and support.

Brandi is actively involved in her community, particularly in youth sports, reflecting her commitment to fostering growth and teamwork in young athletes. She and her husband, Brandon, enjoy cooking and entertaining, often bringing together family and friends to share their love for food and hospitality.

Brandi resides in Bismarck, Illinois with Brandon and their three sons, Kyan, Colton, and Mason. Outside of work, she values spending quality time with her family, whether on the sports field or in the kitchen, creating memorable experiences together. Brandi and her family are die-hard Indianapolis Colts fans, and enjoy cheering them on every chance they get.