Sign In
Upcoming Event
Free Newsletter
Banking | Finance 2025: SMITH, GREGORY S.
MANAGING DIRECT OR AND SENIOR FINANCIAL PLANNER, THE WISE INVESTOR GROUP OF RAYMOND JAMES, RESTON
Virginia Business //September 2, 2025//
Banking | Finance 2025: SMITH, GREGORY S.
MANAGING DIRECT OR 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.”
In December 2024, arbitrators ordered Raymond James & Associates to pay about $4.6 million to Robert W. Baird & Co. over a raiding claim involving Wise Investor Group. The tussle stems from 2022, when Smith and most of WIG’s advisers jumped from Baird to Raymond James. As part of the 2024 award, arbitrators ordered Smith to pay $282,564 to Baird for a breach of contract claim, while Baird had to pay $500,000 to Smith and two other WIG advisers in compensatory damages.
