What departments does SmartPro Financial have?

SmartPro Financial has employees across 6 departments including Operations, Finance, Media & Communications, Analytics, Administrative.

What is the largest department at SmartPro Financial?

The largest department at SmartPro Financial is Finance with 30 employees.

Where are SmartPro Financial employees located globally?

SmartPro Financial has employees across 1 continents and 1 countries including United States Of America.

How has SmartPro Financial's team size changed over time?

SmartPro Financial's team has grown from approximately 103 to 111 employees based on available data.

SmartPro Financial Employee Directory

Financial ServicesFlorida, United States51-200 Employees

SmartPro Financial is a mid-sized financial services firm based in Bradenton, Florida. It aims to simplify the financial planning journey and help clients pursue a future aligned with their goals, beyond traditional investing. The firm emphasizes a teaching approach to ensure clients understand each step of the planning process. Its services are designed for clients who follow a structured, step-based framework or who are just starting to plan.

Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, with advisory services provided by Cambridge Investment Research Advisors, Inc.; SmartPro Financial and Cambridge are not affiliated.

SmartPro Financial Global Highlights

North America
108

United States Of America
108

SmartPro Financial's Leadership

R. G.
Chief Executive Officer
Mobile Phone
Email
J. L.
Chief Operating Officer
Mobile Phone
Email
A. H.
Chief Operating Officer
Mobile Phone
Email
J. M.
Chief Financial Officer & Registered Representative
Mobile Phone
Email
S. C.
Vice President Of Client Services
Mobile Phone
Email
R. G.
Co-Founder
Mobile Phone
Email
B. M.
Owner | Ramsey Smartvestor Pro
Mobile Phone
Email
C. F.
Director Of Operations
Mobile Phone
Email

SmartPro Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Entrepreneurship
Finance
Other
Support

Contact profiles from SmartPro Financial

Name

Title

Contact Info

Location

Last Update

B. M.
Owner | Ramsey Smartvestor Pro
Mobile Phone
Email
United StatesTennessee
Oct 03, 2025
R. G.
Chief Executive Officer
Mobile Phone
Email
United StatesFlorida
May 25, 2026
J. L.
Chief Operating Officer
Mobile Phone
Email
United StatesFlorida
May 31, 2026
A. H.
Chief Operating Officer
Mobile Phone
Email
United StatesFlorida
Oct 18, 2024
J. M.
Chief Financial Officer & Registered Representative
Mobile Phone
Email
UNITED STATES
Aug 01, 2025
R. G.
Co-Founder
Mobile Phone
Email
Feb 05, 2025
S. C.
Vice President Of Client Services
Mobile Phone
Email
United States
Oct 03, 2025
C. F.
Director Of Operations
Mobile Phone
Email
United StatesFlorida
Apr 14, 2026
L. L.
Media Director
Mobile Phone
Email
United StatesFlorida
Sep 11, 2025
L. R. C.
Wealth Manager At Dave Ramsey Smartpro Financial
Mobile Phone
Email
United States
May 31, 2026

Frequently Asked Questions

What is SmartPro Financial known for?

SmartPro Financial was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 7970 Cooper Creek Boulevard Bradenton, Florida 34201 United States; you can contact the main corporate office by phone at

+1-877-299-****

. Explore SmartPro Financial's company overview page for more information.

What is SmartPro Financial's most common email format?

SmartPro Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SmartPro Financial email formats with LeadIQ.

How many employees does SmartPro Financial have currently?

SmartPro Financial has approximately 101 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are SmartPro Financial's key employees and leadership?

As of May 2026, SmartPro Financial's key employees include:

Chief Executive Officer: R. G.
Chief Operating Officer: J. L.
Chief Operating Officer: A. H.
Chief Financial Officer & Registered Representative: J. M.
Vice President Of Client Services: S. C.

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SmartPro Financial Employee Directory

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