Michael H Smith

Michael H Smith

Investment Advisor Representative, Certified Medicaid Planner

Phone: (941) 383-2300 ext 2
Fax: (941) 383-2300
Mobile Phone: 941-504-1006
E-mail:
 

Michael Smith

Michael Smith has been assisting investors for over 20 years to build, preserve and protect their assets. Mike began his career in the financial services industry at Morgan Stanley Dean Witter in Bradenton, Florida. For over 10 years, he designed many individualized financial plans, by allocating assets his clients had worked hard to accumulate. At Raymond James & Associates, Mike continued to create diversified financial plans designed to protect principal and its buying power from inflation and taxation. Now, at Longboat Key Financial Group he strives to enhance his clients’ portfolios as their  “Safe Money Advisor”.

Mike holds Securities Licenses 6 & 7, as well as being an Investment Advisor holding Series 65. He also holds Insurance Licenses for Life, Health, and Annuities, representing over 50 insurance companies as an independent agent. Recently, Mike completed his Certified Senior Advisor designation, as well as the Tax Preparation course through H&R Block.

A 1974 graduate of Kutztown University in Kutztown, PA, Mike earned his B.S. degree in marine biology.  He continued his education at Auburn University, earning his Master of Science degree in Agricultural Economics in 1981.  Mike lives on Anna Maria Island with his wife, Karen, and their sons, Michael and Kristopher.  Keeping active in his community, he is a member of Roser Church, the Masonic Lodge of Bradenton and is a past chairman of the Manatee Shrine Club Hospital Committee. His hobbies include boating, fishing, native plant landscaping, and enjoying his backyard Koi pond. Mike recently obtained his certification as a Master level Captain through the U.S. Coast Guard.