Raymond James welcomes Iowa financial advisor managing $150 million in assets

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Tommy Smith to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Amy Smart, Mid-American regional director for RJA.

Smith arrives from UBS Financial Services where he managed approximately $150 million in client assets. As Smith Wealth Management of Raymond James, based in Davenport, Iowa, he provides holistic financial planning and guidance to a variety of clients including families, individuals and retirees. He is joined by senior registered client service associate Debbie Matlick and client service associate Grace Sisson.

"Over the past 35 years, I’ve learned that clients benefit most when culture, capability and leadership are aligned,” said Smith, senior vice president of wealth management. “Raymond James offers a people-centered approach, modern technology and a leadership team that supports advisors in helping clients pursue their financial goals effectively."

Smith joins RJA after 18 years with his previous firm and has 34 total years of financial services experience. He holds a bachelor’s degree in business from St. Ambrose College.

About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.75 trillion as of Oct. 31, 2025. Additional information is available at raymondjames.com.