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Robert L. Smith

Robert L. Smith, CLU, ChFC, CFP®

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Professional Background

Bob Smith has been a resident of Florida since 1968, and attended the University of Florida. He then spent twelve years with a Fortune 500 company. In 1991, Bob entered the financial services industry and later became a training manager for a large local agency. In 1999, he left his training position to concentrate full-time on building his own practice. He received his Chartered Life Underwriter (CLU) designation in 1999, his Chartered Financial Consultant (ChFC) designation in 2000, and his CERTIFIED FINANCIAL PLANNER™ certification in 2000. Bob’s knowledge covers many financial areas. He specializes in working with clients using a comprehensive comparative analysis system that takes a more holistic financial approach. Bob is a member of the National Association of Insurance and Financial Advisors, Financial Planning Association, Society of Financial Services Professionals, and Tampa Bay Estate Planning Council.


Personal

He is active in his church and enjoys spending time with his family. Bob is a former top amateur triathlete and competed internationally. Bob has won several races including the half Ironman held in Panama City, Florida. He also twice qualified for and finished the Ironman World Championships in Kona, Hawaii. He has run in several marathons including the Boston Marathon. Bob now enjoys traveling, snow skiing and working on total physical fitness.


Robert L. Smith is a registered representative of and offers securities, investment advisory services, and financial planning services through MML Investors Services. LLC, member SIPC. Supervisory Office: 4830 W, Kennedy Blvd ., Suite 800 Tampa. FL 33609 (813) 286-2280.

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© 2018 Code Smith Financial, LLP. All Rights Reserved

Securities, investment advisory services, and financial planning offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA and SIPC. Supervisory Office: 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609 (813) 286-2280. Code Smith Financial, LLP is not a subsidiary or affiliate of MML Investors Services, LLC, or any of its affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Check the background of MML Investors Services, LLC on FINRA's BrokerCheck

CRN201801-199232