Broker Check

Professional Experience

Bret Smith


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- 40+ years as Financial Advisor


- Bachelor’s degree from University of South Florida

- Master of Science in Financial Services from American College

- FINRA licenses 7, 63, 65, 24

- Florida Insurance License

About Me

Bret is a CERTIFIED FINANCIAL PLANNER™ practitioner. From 2000-2013 Bret was an adjunct professor at the University of South Florida, teaching Risk Management for the Financial Planner Certificate course. Bret graduated from The University of South Florida with a BA in Business and earned a MS in Financial Services from the American College.  Bret resides in the North Tampa community of Lutz with his wife Carla.

They have three adult children and enjoy spending time with their grandchildren. In his free time, Bret enjoys, reading, hunting, fishing, camping, kayaking and boating. Bret is a NRA Firearms Instructor and enjoys providing Firearm instruction. Bret and Carla are active in their local church, Creekside.

Next Steps

If you think I might be a good fit for you I would be very happy to talk. Reach out using the form below or give my office a call! 

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