Brian D. Smith JD, CFP
Enterprise Director of Advanced Planning & President of Southwest Florida
Brian is a graduate of the Duquesne University School of Law*. Brian has been a valued financial representative since 1994 in the areas of insurance, financial, estate and charitable planning, business succession and retirement planning. As an attorney and CFP, Brian combines his extensive education and personal experience to create a comprehensive strategy that educates, coaches and facilitates strategic plans for high-net-worth entrepreneurs and high-income executives. Throughout his career, Brian has received numerous industry distinctions and is a nationally recognized speaker and financial advisor.
Brian is a part-time community pastor at his local church and is also an assistant karate instructor. Brian’s former charitable Board of Director positions and other affiliations include: the Cystic Fibrosis Foundation of Western Pennsylvania, the National Kidney Foundation, Young Overcomers United and Big Brothers Big Sisters of Greater Pittsburgh. Brian lives in Florida and Pittsburgh with his wife and has two adult sons.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H03436, not practicing law for Guardian or its subsidiaries.