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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management.

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Randall E. Ellington

J.D.*, CLU®, ChFC®, CFP®, RICP®

[email protected]

Randall E. (Randy) Ellington is the founder and owner of SmartWealth® LLC, a Maitland, Florida firm working with financially successful individuals, professional practices, and businesses in the areas of estate, business, and...

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Jason Greene

Financial Representative

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Jason, a native of Florida, attained his undergraduate education from the University of Florida (B.A. Sociology 1995). Jason then went onto business school to earn his MBA (Finance Concentration) from the University of Central Florida....

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Phillip Henry

Financial Adviser

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Phillip Henry, a native Chicagoan, never lost his love for the city, even after moving to Florida. His big city drive led him to his first major accomplishment obtaining his Bachelors of Arts in Public Administration from the...

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Linda Glenn

Office Manager

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Linda has worked for SmartWealth for over 15 years. Her role as Office Manager is essential to our office running smoothly. In addition to running the office, she will always greet you when you come to our office for a meeting with a...
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David Watson

Financial Representative

407-774-6343

407-774-8125

[email protected]

David believed in creating meaningful relationships and making a long term positive impact on people’s lives. With that purpose in mind, he joined SmartWealth LLC in 2014. He immediately latched on to the concept of helping...

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Justin Ash

Financial Representative

407-774-6343

407-774-8125

[email protected]

I am devoted to assisting pilots with their one-of-a-kind financial planning needs. As an airline pilot myself, I have a personal understanding of aviation benefits, risks, and family matters. My mission is to provide a financial...

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