Keith Smith is a Financial Advisor with Alliance Financial Group, serving individuals, families, and business owners from the firm’s Fort Myers and Naples offices. He takes a comprehensive approach to planning, helping clients consider how investments, retirement income, risk management, and legacy goals fit together.

Before becoming a financial advisor, Keith worked in corporate finance. He helped oversee planning, budgeting, forecasting, and reporting for a large healthcare organization, then joined a growing healthcare startup as an early member of its finance team. Those experiences shaped the analytical and collaborative approach he brings to client relationships today.

Keith believes planning starts with understanding the full picture. He places a strong emphasis on education, helping clients understand their options, the trade-offs involved, and how individual decisions relate to their broader goals. He also co-hosts Alliance Financial Group’s Business Casual podcast, where he and Shane Stelma discuss financial topics through practical, approachable conversations.

A UCF graduate, Keith serves as Chair of the UCF Alumni Southwest Florida Chapter. Outside of work, he enjoys golf, spending time outdoors, and connecting with his local community.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4118852.