Matt Smith, Cfp®
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Matt Smith, Cfp® Email & Phone Number

Financial Advisor, Raymond James | CIO, The M Group at Raymond James
Location: New Orleans, Louisiana, United States 2 work roles 2 schools
1 work email found @raymondjames.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@raymondjames.com
LinkedIn Profile matched
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Current company
Raymond James
Role
Financial Advisor, Raymond James | CIO, The M Group
Location
New Orleans, Louisiana, United States
Company size
12938 employees

Who is Matt Smith, Cfp®? Overview

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Quick answer

Matt Smith, Cfp® is listed as Financial Advisor, Raymond James | CIO, The M Group at Raymond James, a with 12938 employees, based in New Orleans, Louisiana, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Matt Smith, Cfp®.

Matt Smith, Cfp® previously worked as Financial Advisor at Raymond James and Financial Advisor | Raymond James | CIO | M Group at Raymond James. Matt Smith, Cfp® holds Master Of Business Administration - Mba, Finance, General from University Of New Orleans.

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Email format at Raymond James

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Matt Smith, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Matt Smith, Cfp®

I work with our team to provide clients with comprehensive financial planning and insightful investment guidance. I finds it very rewarding to help clients determine goals for their portfolio and design strategies to help work toward them. Whether those goals are short-term, producing current income or long-term growth, I employs a broad set of strategies to help clients progress toward their financial goals.

Current workplace

Matt Smith, Cfp®'s current company

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Raymond James
Raymond James
Financial Advisor, Raymond James | CIO, The M Group
st. petersburg, florida, united states
Website
raymondjames.com
Employees
12938
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Company profile
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2 roles

Matt Smith, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Raymond James

Metairie, Louisiana, United States

Jan 2013 - Present

Financial Advisor | Raymond James | Cio | M Group

Current
Raymond James
Jan 2013 - Present
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →

JM Jennifer Miller Jennifer Miller Colleague at Raymond JamesToronto, Ontario, Canada View → MO Michael Ohlman Michael Ohlman Colleague at Raymond JamesBradenton, Florida, United States View → JS June Sutton June Sutton Colleague at Raymond JamesSt Petersburg, Florida, United States View → JP James Phillips James Phillips Colleague at Raymond JamesPort Richey, Florida, United States View → TF Thomas Follmer Thomas Follmer Colleague at Raymond JamesMason, Ohio, United States View → JG Jack Gecovich Jack Gecovich Colleague at Raymond JamesCleveland, Ohio, United States View → GB Gregory Branson Gregory Branson Colleague at Raymond JamesBrookfield, Wisconsin, United States View → M" Michael Michael "Scott" Brown Colleague at Raymond JamesGreater Tampa Bay Area, United States View → MA Mark Arciaga Mark Arciaga Colleague at Raymond JamesSt Petersburg, Florida, United States View → LB Logan Bauder Logan Bauder Colleague at Raymond JamesTampa, Florida, United States View →
2 education records

Matt Smith, Cfp® education

FAQ

Frequently asked questions about Matt Smith, Cfp®

Quick answers generated from the profile data available on this page.

What company does Matt Smith, Cfp® work for?

Matt Smith, Cfp® works for Raymond James.

What is Matt Smith, Cfp®'s role at Raymond James?

Matt Smith, Cfp® is listed as Financial Advisor, Raymond James | CIO, The M Group at Raymond James.

What is Matt Smith, Cfp®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Matt Smith, Cfp® at Raymond James.

Where is Matt Smith, Cfp® based?

Matt Smith, Cfp® is based in New Orleans, Louisiana, United States while working with Raymond James.

What companies has Matt Smith, Cfp® worked for?

Matt Smith, Cfp® has worked for Raymond James.

Who are Matt Smith, Cfp®'s colleagues at Raymond James?

Matt Smith, Cfp®'s colleagues at Raymond James include Jennifer Miller, Michael Ohlman, June Sutton, James Phillips, and Thomas Follmer.

How can I contact Matt Smith, Cfp®?

You can use AeroLeads to view verified contact signals for Matt Smith, Cfp® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Matt Smith, Cfp® attend?

Matt Smith, Cfp® holds Master Of Business Administration - Mba, Finance, General from University Of New Orleans.

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