Meet Our Team at Smith Asset Management Company
B. Shannon Smith, J.D., IAR
Founder | Investment Advisor Representative | Attorney
Shannon Smith is the Founder of Smith Asset Management Company, an SEC-registered investment advisory firm in Chiefland, Florida, and brings decades of experience in financial services and law to helping individuals and families build, protect, and transition wealth across generations. A West Point graduate, former U.S. Army Field Artillery Officer, attorney, coach, and active community leader, Shannon is dedicated to service both professionally and personally.
B. Larry Smith, J.D.
Co-Owner | Financial Advisor | Attorney
Larry Smith, also known as “Snuffy”, was born in Orlando, Florida where he graduated from Edgewater High School in 1964. Upon graduating from LaGrange College in 1968, he attended Stetson College of Law where he graduated in 1972. Larry has been a practicing attorney for over 50 years. Since 2006, he has been a partner in Smith Law Firm and Smith Asset Management Company located in Chiefland, Florida.
B. Caleb Smith, J.D., IAR
Investment Advisor Representative | Attorney
Caleb Smith is an Investment Advisor Representative with Smith Asset Management Company who brings a unique blend of military leadership, legal training, and financial expertise to help clients build, protect, and preserve long-term wealth. A West Point graduate and former U.S. Army Field Artillery Officer, Caleb is committed to faith, service, and community, remaining active through local organizations and youth athletics.
Jonathan D. Smith
Financial Advisor
Jonathan Smith is a Financial Representative with Smith Asset Management Company who combines a strong background in accounting and finance to help individuals and families build thoughtful strategies for long-term success. A dedicated community leader, Jonathan serves on the Fanning Springs City Council and remains committed to faith, service, and helping others.
Stephen J. Smith, IAR
Investment Advisor Representative
Stephen Smith is a Financial Advisor and Investment Advisor Representative at Smith Asset Management Company, where he works to help individuals and families pursue their financial goals through personalized planning and investment guidance. A graduate of Trenton High School, Santa Fe College, and the University of Tampa, Stephen is a former NCAA Division II National Champion baseball player, U.S. Army veteran, and active community leader.
B. Shannon Smith, J.D., IAR
Founder | Investment Advisor Representative | Attorney
Shannon Smith is the Founder of Smith Asset Management Company, an SEC-registered investment advisory firm in Chiefland, Florida, and brings decades of experience in financial services and law to helping individuals and families build, protect, and transition wealth across generations. A West Point graduate, former U.S. Army Field Artillery Officer, attorney, coach, and active community leader, Shannon is dedicated to service both professionally and personally.
B. Larry Smith, J.D.
Co-Owner | Financial Advisor | Attorney
Larry Smith, also known as “Snuffy”, was born in Orlando, Florida where he graduated from Edgewater High School in 1964. Upon graduating from LaGrange College in 1968, he attended Stetson College of Law where he graduated in 1972. Larry has been a practicing attorney for over 50 years. Since 2006, he has been a partner in Smith Law Firm and Smith Asset Management Company located in Chiefland, Florida.
B. Caleb Smith, J.D., IAR
Investment Advisor Representative | Attorney
Caleb Smith is an Investment Advisor Representative with Smith Asset Management Company who brings a unique blend of military leadership, legal training, and financial expertise to help clients build, protect, and preserve long-term wealth. A West Point graduate and former U.S. Army Field Artillery Officer, Caleb is committed to faith, service, and community, remaining active through local organizations and youth athletics.
Jonathan D. Smith
Financial Advisor
Jonathan Smith is a Financial Representative with Smith Asset Management Company who combines a strong background in accounting and finance to help individuals and families build thoughtful strategies for long-term success. A dedicated community leader, Jonathan serves on the Fanning Springs City Council and remains committed to faith, service, and helping others.
Stephen J. Smith, IAR
Investment Advisor Representative
Stephen Smith is a Financial Advisor and Investment Advisor Representative at Smith Asset Management Company, where he works to help individuals and families pursue their financial goals through personalized planning and investment guidance. A graduate of Trenton High School, Santa Fe College, and the University of Tampa, Stephen is a former NCAA Division II National Champion baseball player, U.S. Army veteran, and active community leader.