Kevin Smith – KMS Wealth Management
Kevin Smith is a highly experienced Independent Financial Advisor specializing in wealth management, retirement planning, and long-term care strategies for individuals and businesses. With over four decades in the financial services industry, he has built a reputation for providing strategic financial guidance, particularly in managed money processes and retirement security. Kevin is also a recognized long-term care resource expert and has been a featured speaker at the Florida Institute of Certified Public Accountants (FICPA) annual state meeting on financial planning.
Professional Experience
🔹 KMS Wealth Management
As an Independent Financial Advisor, Kevin focuses on customized financial planning solutions, helping clients navigate investment strategies, risk management, and retirement security.
🔹 OMNI Resource Group
Kevin served as a Financial Consultant, specializing in business and professional consulting. He worked extensively on buy-sell funding strategies, assisting senior partners in transitioning their business interests to the next generation.
🔹 Thrillkill, Broussard & Smith, P.A. – Vice President
From 1995 to 2003, Kevin was responsible for individual financial planning and client education through a seminar-based system. Under his leadership, the firm was recognized as the “Best New Group” in 1997 by Successful Money Management Seminars, Inc., the nation’s leading financial education provider.
🔹 New England Mutual Life Insurance Company
Joining in 1983, Kevin specialized in insurance and investment product sales, playing a role in the implementation of one of the first 401(k) plans in the U.S. As a Sales Manager (1985-1990), he excelled in recruiting, training, and mentoring financial professionals, earning New England’s Agency Builder Award for four consecutive years.
🔹 Mass Mutual Life Insurance Company
Kevin began his career with Mass Mutual in 1980, quickly distinguishing himself as the #4 producer within his agency.
Education & Licensure
🎓 Bachelor of Science in Business Administration – Florida State University (1980)
📜 Licensed in Life, Health, Variable Annuity, Series 65
Achievements & Industry Recognition
🏆 Multiple-time MDRT (Million Dollar Round Table) and Court of the Table Qualifier
🎤 Speaker at various industry, service, and charitable organizations, including:
- Florida Special Olympics – Financial and estate planning for families with special needs children
- Florida Methodist Pastors’ Conferences – Retirement and financial planning for ministry professionals
- FICPA Annual Meeting – Long-Term Care financial planning
🌟 Past Chair of Peggy & Phillip Crosby YMCA and Board Member of Warriors on the Green, a nonprofit supporting wounded veterans through golf
🌟 Board Member of Lydia House
Personal Life
Kevin has been an integral part of the Central Florida business community since 1980. Married to Beth since 1982, he is a proud father of two: Bennett, a two-time Golf and Academic All-American graduate from Dallas Baptist University, and Ellen, a junior at the University of Central Florida.
