Chiefland, FL Office

Stephen Smith is a financial advisor at Smith Asset Management Co., LLC in Chiefland, FL. He holds a Series 65 designation and has three years of industry experience, including prior service in the U.S. Military from 2020 to 2023. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to a range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm creates customized portfolios emphasizing preferred stocks and corporate bonds, utilizing a variety of analytical approaches tailored to client objectives and risk tolerance.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with the US Army and as an instructor at Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm constructs customized portfolios emphasizing preferred stocks and corporate bonds, employing various analytic approaches tailored to client needs and conducting ongoing account monitoring.