Robert L. Smith, CLU®, ChFC®, CFP®, RICP®
Bob Smith has been a resident of Florida since 1968, and attended the University of Florida. He then spent twelve years with a Fortune 500 company. In 1991, Bob entered the financial services industry and in 1995 added the role of training manager as well as his own practice for a large local agency. In 1999, he left his training position to concentrate full-time on building his own practice. He received his Chartered Life Underwriter (CLU) designation in 1999, his Chartered Financial Consultant (ChFC) designation in 2000, his CERTIFIED FINANCIAL PLANNER™ certification in 2000 and his Retirement Income Certified Professional in 2020. Bob’s knowledge covers many financial areas. He specializes in working with clients using a comprehensive comparative analysis system that takes a more holistic financial approach. He specializes in helping clients design strategies that create the highest income potential when they retire. Bob is a member of the National Association of Insurance and Financial Advisors, Financial Planning Association, Society of Financial Services Professionals, and Tampa Bay Estate Planning Council.
He is active in his church and enjoys spending time with his family. Bob is a former top amateur triathlete and competed internationally. Bob has won several races including the half Ironman held in Panama City, Florida. He also twice qualified for and was twice a top finisher at the Ironman World Championships in Kona, Hawaii. He has run in several marathons including the Boston Marathon. Bob now enjoys traveling and working on total physical fitness.
Robert L. Smith is a registered representative of and offers securities, investment advisory services, and financial planning services through MML Investors Services. LLC, Member SIPC. Supervisory Office: 4830 W, Kennedy Blvd ., Suite 800 Tampa. FL 33609 (813) 287-8788.
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