Florence Smith, CFP, MBA, Financial Advisor with Raymond James

Florence Smith, CFP, MBA, Financial Advisor with Raymond James I specialize in providing comprehensive financial planning and investment management.

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/10/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/03/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
06/02/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/01/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam exp...
05/26/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

raymondjames.com

Equity futures point to a higher opening this morning as investors return from the long holiday weekend to headlines of ...
05/26/2026

Equity futures point to a higher opening this morning as investors return from the long holiday weekend to headlines of negotiation progress between the U.S. and Iran.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an...
05/22/2026

Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an encore career with confidence and clarity:

raymondjames.com

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenu...
05/21/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between...
05/19/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

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1380 Environ Way
Chapel Hill, NC

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