Bryan Smith

Director of Retirement Plan Services.

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Phone: 230 593 5525
Fax: 239 593 9731
E-mail:

Examinations and Professional Designations

  • FINRA Series 7 (General Securities Representative)
  • NASAA Series 65 (Investment Adviser Law Exam)
  • College for Financial Planning: Chartered Retirement Plan Specialist designee (CRPS)
  • Florida Life and Variable Annuity License

Business

  • Naples Asset Management Company, LLC, Estero, Florida, Director of Asset Management and Retirement Plan Services.  2008 to present.
  • MSC-BD, LLC, Estero, Florida, Registered Representative.  2008 to present
  • UBS Financial Services, Inc., Ft Myers, Florida, Registered Representative 2007 – 2008
  • Key Banc Capital Markets Inc. Florida, Registered Representative 2006 – 2007
  • Registered Representative and/or Licensed Insurance Agent for various Broker/Dealer firms and/or insurance companies 1992 – Present

Mr. Smith is an investment advisor representative of Naples Asset Management Company, LLC, and serves as the company's Director of Asset Management and Retirement Plan Services. Mr. Smith resides in Ft Myers, Florida with his wife and two children. He was born in 1969 and began his financial services career in 1992 in Ohio. Formerly with UBS Financial Services, Mr. Smith joined the Naples Asset Management Company LLC in January 2008.

Mr. Smith has passed and holds the FINRA Series 7 license (General Securities Representative), NASAA: Series 66 (Investment Adviser Law Exam) license, and the Florida Life, Accident, Health, and Variable Annuity license. He also currently holds the Chartered Retirement Plan Specialist designation (CRPS) from the College for Financial Planning.