Dylan Smith brings a strong background in wealth management, portfolio strategy, retirement planning, and client relationship management to his role as Wealth Advisor at Global Wealth Management. He works closely with individuals and families, focusing on helping them simplify and guard their retirement planning while providing guidance across portfolio construction, retirement income planning, risk management, and long-term financial decision-making. His approach emphasizes discipline and consistency in helping clients stay aligned with their long-term financial goals, particularly through changing market environments.

Prior to joining Global Wealth Management, Dylan held a senior advisory and client relationship role at Kanen Wealth Management, where he managed and supported relationships representing more than $200 million in assets under management. He led client portfolio review meetings and provided investment and market analysis while working closely with clients on portfolio positioning, retirement distribution planning, cash flow considerations, and long-term investment objectives. His experience also includes portfolio trading, rebalancing, and the implementation of investment strategies across individual, retirement, and alternative investment accounts.

Dylan earned a Bachelor of Science in Finance and Business Administration from The University of Alabama. He currently holds the Series 65 license and Florida 2-15 Life, Health, and Variable Annuity license. He is committed to providing advice and has a fiduciary duty to work in his clients’ best interests while maintaining a disciplined, long-term approach to financial planning and investment management.