Matthew Miller is a financial advisor at W.A. Smith Financial Group in Sarasota, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Fisher Investments, Fis, and Franklin Templeton. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and retirement plan oversight. The firm uses a top-down, macro-driven investment process with a combination of active and passive strategies and employs sub-advisors and customized model portfolios for its clients.

Damon Lee is a financial advisor at W.A. Smith Financial Group in Sarasota, FL, holding a Series 66 license with over one year of industry experience. His prior roles include positions at Mariner Wealth Advisors, Msec, LLC, Lincoln Financial Advisors Corporation, and TD Bank Group. In addition to his advisory work, he is also a licensed fixed life insurance agent. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and retirement plan oversight. The firm employs a committee-driven, macro-focused investment approach that incorporates active and passive strategies, third-party managers, and alternative investment vehicles for suitable clients.