Gerald Smith Jr. is a CFP® professional with 28 years of industry experience. He has been with Barnes Pettey Financial Advisors, LLC since 2006 and previously worked at Raymond James Financial Services, Inc. for 29 years. In addition to his advisory role, he is a licensed independent life insurance agent specializing in accident and health, life, variable life, and variable annuity products.
Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and builds customized portfolios using a variety of investment strategies and instruments tailored to each client’s objectives, risk tolerance, tax situation, and liquidity needs.