Carson Smith

WORK HISTORY

EDUCATION

ABOUT CARSON SMITH

I became a financial advisor because I kept seeing the same problem: people making major money decisions, 401(k) allocations, rollovers, retirement timelines, insurance coverage, without anyone in their corner explaining what actually matters and what doesn\'t.I work with clients at every stage. For some, that means building the foundation and making their first real savings work harder. For others, it means protecting what they\'ve spent decades building and making sure retirement actually looks the way they want it to. The common thread is straightforward advice from someone paying attention to your specific situation.I\'m a financial advisor at Florida Financial Advisors, a registered investment advisory firm, licensed in all 50 states. My focus areas include retirement plan strategy, 401(k) and 403(b) optimization, investment management, tax-efficient planning, equity compensation, and insurance solutions.Before financial services, I was a Client Solutions Executive at AT & T and did microfinance work in Tanzania. I studied Politics, Philosophy, and Economics at Dartmouth with a minor in Middle Eastern Studies and did a summer program at Oxford. I speak six languages and hold a WSET Level 3 wine certification, which has nothing to do with financial planning but makes for a good conversation.Whether you\'re 25 and just enrolled in your first 401(k) or 55 and five years from retirement, I\'d love to t••••••••@floridafa.comSecurities offered through TWS Securities, broker-dealer, FINRA/MSRB/SIPC. Florida Financial Advisors is a Registered Investment Advisory firm with the SEC.