Helping you find financial balance and security
About our trusted financial advisory firm, established in 1992
We understand the challenges families & individuals face today. From managing your investments to saving for college and retirement, these personal financial challenges can be formidable. But regardless where you are in your financial journey, we’ll use all our resources to help you achieve your goals.
We believe in thinking outside the box and aren’t afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Contact us today to schedule your first meeting, and we’ll gladly show you how we can achieve financial balance and build your wealth together.
OUR MISSION STATEMENT:
Financial SECURITY, Financial STABILITY,
Financial FREEDOM. . . SmartWealth.
We bring certainty to what you have yet to imagine by helping build and protecting your greatest assets.
Meet the Team
Our small team of professionals with diverse experience offer highly personalized services
Randall E. Ellington
JD*, CLU®, ChFC®, RICP®
P: (407) 774-6343
F: (407) 774-8125
E: randy_ellington@smartwealth.net
Randall (Randy) E. Ellington is founder and president of SmartWealth®, Inc., a Maitland, Florida firm working with financially successful individuals, professional practices, and businesses in the areas of estate, business, and financial planning.
Jason Greene
Financial Representative
P: (407) 774-6343
F: (407) 774-8125
E: jason_greene@smartwealth.net
Jason moved to Central Florida from Miami in 1987. An avid soccer player since the age of 8, he continued playing at Lake Brantley High School and graduated in 1991. He went on to attain his undergraduate degree in Sociology from the University of Florida in 1995.
Phillip Henry
Financial Adviser
P: (407) 774-6343
F: (407) 774-8125
E: phillip_henry@smartwealth.net
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 University of Central Florida in 2003.
Linda Glenn
Office Manager
P: (407) 774-6343
F: (407) 774-8125
E: linda_glenn@smartwealth.net
Linda moved to Orlando at the age of 13, when her father was transferred with Westinghouse. At the time, she was devastated, but it ended up being the best thing that happened to her.
