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Banking | Finance 2025: SMITH, GREGORY S.
MANAGING DIRECTOR AND SENIOR FINANCIAL PLANNER, THE WISE INVESTOR GROUP OF RAYMOND JAMES, RESTON
Virginia Business //September 2, 2025//
Banking | Finance 2025: SMITH, GREGORY S.
MANAGING DIRECTOR AND SENIOR FINANCIAL PLANNER, THE WISE INVESTOR GROUP OF RAYMOND JAMES, RESTON
Virginia Business //September 2, 2025//
An Arizona native, Smith moved to Virginia in 1994. After completing a master’s degree in psychology at George Mason University, he earned a certificate in financial planning from the Florida Institute of Technology’s Virginia campus. Later, he received a master’s degree from the College for Financial Planning.
Smith put together the Wise Investor Group’s financial planning team in 1999. The office joined Baird in 2007 and Raymond James in 2022. Smith is ranked as the eighth top wealth adviser in Virginia, according to Florida’s SHOOK Research. With $3.48 billion in assets under management, the group hosts a weekly podcast, “The Wise Investor Show.”
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