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Our Team

We’re a close-knit group of people with a shared love for helping people. Our interests range from travel, to pets, food, sports, and of course, all things financial – but together, our most important interest is helping our clients succeed. We love getting to know you and your family, celebrating your milestones, being there for you when you need us, and cheering you on as you accept new challenges.

Our Team

Mark J. Smith, CFP®, CPA/PFS, CIMA®

Client Advisor

Branch Manager

Drew Harper, CFA, CFP®

Client Advisor

Alexa Kane, CFP®, CDFA™

Client Advisor

Drew Barnes, CFP®

Client Advisor

Jacob Jaegle, CFP®

Client Advisor

Brittany Rice, CFP®

Associate Advisor

Amber Adams

Client Associate

Tyler Schaefer

Client Associate

Jennifer Searle

Marketing & Communications Manager

Ricardo Millan, MBA

Client Associate

Jennifer Searle

Marketing & Communications Manager

Ricardo Millan, MBA

Client Associate

Mark J. Smith, CFP®, CPA/PFS, CIMA®

Client Advisor

Branch Manager

Meet Mark

Drew Harper, CFA, CFP®

Client Advisor

Meet Drew

Alexa Kane, CFP®, CDFA™

Client Advisor

Meet Alexa

Drew Barnes, CFP®

Client Advisor

Meet Drew

Jacob Jaegle, CFP®

Client Advisor

Meet Jacob

Brittany Rice, CFP®

Associate Advisor

Meet Brittany

Amber Adams

Client Associate

Meet Amber

Tyler Schaefer

Client Associate

Meet Tyler

Jennifer Searle

Marketing & Communications Manager

Meet Jennifer

Ricardo Millan, MBA

Client Associate

Meet Ricardo

About Raymond James

M.J. Smith & Associates clears securities transactions through Raymond James Financial Services. Its parent company, Raymond James, is one of the country’s leading financial planning and investment services firms.

Founded in 1962 and a public company since 1983 (NYSE: RJF), Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Through its three broker/dealers – Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. – there are approximately 8,100 financial advisors throughout the United States, Canada and overseas with total client assets of $896 billion.1

While we remain independent of Raymond James, with the complete freedom to act only in the best interests of the individuals and families we serve, we believe this relationship helps ensure that our clients enjoy the best of both worlds – all the resources of working with a large securities firm and all the advantages of working with our dedicated team.

To learn more, visit raymondjames.com.

1. Data as of 12/31/2019.

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