Andrea Seebol Smithers

With more than 15 years of experience in financial planning and investment management, Andrea Smithers has the accumulated knowledge and perspective to help you with your financial goals. Andrea understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Andrea will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Andrea endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.

Based on what she learns about you and your goals and an analysis of the current financial markets, Andrea designs a customized investment strategy based on your needs. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Andrea puts it into action and seeks opportunities to adapt to life changes and new goals.

Andrea began her career in financial services in 2010 after graduating from the University of Florida with a degree in public relations. She previously spent 15 years with Morgan Stanley. Today, Andrea provides financial planning and investment services as well as estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.

A native of Jacksonville, Florida, Andrea is a member of the JCA, the Jacksonville Jewish Center Investment Committee Board and the University of Florida Alumni Association. She is also a chair on the board of Seaside Charter School's PTA. Away from the office, Andrea also enjoys yoga, painting and spending time with her husband, Ben, her son, Benji, and her daughter, Charlotte.