PROVIDING CUSTOMIZED SERVICES

Emily Smith is The Director of Client Services and has been affiliated with Raymond James since 2019 and has worked with key members of The Kanner Group since 2014. She has an Associate’s degree in Business Administration from Indian River State College and holds Series 7, Series 66 and Series 9 registrations. She is a notary public, and holds a Life, Including Variable Annuity and Health Insurance license.

Emily is available to assist with any questions or concerns with regards to the administration of the accounts and is proud to be thought of as the “go-to” person for many clients’ needs and provide exceptional attention to service to enhance the client experience. You can reach out to Emily for assistance with electronic banking, fund disbursements, check requests, IRA distributions, and general account maintenance.

Emily Smith is The Director of Client Services and has been affiliated with Raymond James since 2019 and has worked with key members of The Kanner Group since 2014. She has an Associate’s degree in Business Administration from Indian River State College and holds Series 7, Series 66 and Series 9 registrations. She is a notary public, and holds a Life, Including Variable Annuity and Health Insurance license.

Emily is available to assist with any questions or concerns with regards to the administration of the accounts and is proud to be thought of as the “go-to” person for many clients’ needs and provide exceptional attention to service to enhance the client experience. You can reach out to Emily for assistance with electronic banking, fund disbursements, check requests, IRA distributions, and general account maintenance.