DRAFT - Moffitt presentation - DRAFT

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Exceptional Homes, Extraordinary Service

The Authority in Tampa Bay Real Estate

$2.14B Sales Volume, 2024

102K+ Lifetime Transactions

2,062 Transactions, 2024

$2M+ #1 Donated Locally In New Development #1 In Tampa Bay #1 In Earned Press

56 Years in Tampa Bay

10K+ 5-Star Reviews

For over 55 years, Smith & Associates Real Estate has been deeply rooted in the Tampa Bay community. Locally owned and operated since inception, our commitment has always been to the consumers we serve. Our team of dedicated professionals lives and works here, providing comprehensive real estate services that span residential sales, exclusive developer representation, commercial transactions, and property management. Our mission is to contribute to the growth and vitality of Tampa Bay, ensuring it remains a vibrant place to work, play, and call home.

Left to Right: David Moyer - VP Developer Services, Miles Williams - Smith & Associates Foundation Director, Bob Glaser - CEO, Katie Glaser Lynn - Legacy Associate, Drew Glaser - Legacy Associate

Our Commitment To Our Community

With care, compassion, and generosity, we are invested in enriching the communities we serve. Our associates are the most generous and engaging people who continuously serve our communities just as they will for you.

Our giving program focuses on four elements: Charitable giving and in-kind donations to non-profit organizations; Sales associate and employee giving and Volunteerism; Involvement in civic, arts, and cultural organizations; and Inspiring philanthropy.

Regarding charitable giving and grant funding, we align support to our three giving pillars: Housing, Community Vibrancy, Positive Education, and Mental Well-being.

198+

Nonprofit Partners

$2.14M Grants, Sponsorships, & In-Kind Donations

Concierge Relocation Service

Smith & Associates Real Estate is a trusted leader in relocation, offering a personalized and seamless experience backed by global and local partnerships - including Leading Real Estate Companies of the World®, local chambers, and the Hillsborough Economic Development Corporation. Our dedicated relocation team provides one-on-one needs assessments, multilingual support, cost-of-living comparisons, and tailored home-finding services. From area tours and short- or long-term housing to comprehensive newcomer packets and settling-in assistance, we ensure every detail is covered - whether you're arriving or departing.

Jane Gowary & Sonia Kennedy

Trusted by Leading Companies to Move Their Top Talent

Our relocation team has proudly supported executives, professionals, and their families through seamless transitions to Tampa Bay. From Fortune 500 firms to fast-growing startups, companies rely on our local expertise and white-glove service to deliver a smooth, stress-free experience.

Partner with Smith & Associates Real Estate Relocation

At Smith & Associates Real Estate, we proudly hold national recognition as one of the top real estate companies in the country. With 300 exceptional agents and six strategically located offices throughout Tampa Bay, we are uniquely positioned to serve the needs of relocating individuals and corporations with precision and care.

Award-Winning Corporate & Relocation Services

Our dedicated Corporate and Relocation Services Division has a proven track record of supporting companies and their employees through both home sales and purchases. Every agent in our relocation network is carefully selected—not only for their market expertise, but for their ability to deliver the high-touch, compassionate service needed during what can often be a stressful transition.

Our relocation specialists are top-performing brokers who meet the strict service standards required by the nation’s leading relocation management companies. We ensure every move is seamless and customized to the needs of both the company and the employee.

Starting the Conversation

We’re excited to assist you in your relocation journey! Together with your dedicated local advisor, our team is committed to providing top-level service. To best support you, we’d like to better understand your preferences and needs before your visit. Our experts would take some time to review and complete this questionaire. This will help us match you with the right advisor.

Here is a sampling of some of those questions:

VISIT:

Do you have a trip scheduled?

ADVISOR PREFERENCES:

What qualities are important to you in an advisor?

Are there specific areas of knowledge you'd like your advisor to have?

HOUSING PLANS:

What are your initial plans for housing in our area?

HOUSEHOLD INFORMATION:

How many people are relocating with you?

What type of home are you seeking?

LIFESTYLE PREFERENCES:

What is your top priority in choosing a location?

What best describes your preferred lifestyle?

IF BUYING:

Have you been pre-approved?

ADDITIONAL DETAILS:

Are there any special needs or facilities required?

What other features or amenities would you like?

EDUCATION & SCHOOLS:

What is your preferred type of school?

Would you like information about local colleges/ universities?

Our Global Network

Our global network of premier real estate affiliates gives our clients unmatched access to trusted professionals in top markets around the world. Whether you're relocating abroad, exploring a secondary home, or simply investing internationally, our connections ensure a seamless experience wherever life takes you.

With our powerful network, you’ll always have a local expert on the ground, no matter how far you go.

THE MOST BUYER OPPORTUNITIES

70+ countries, 550 brokerages, and 1 common goal: a commitment to service and integrity. Only the top firms around the world are invited to take part in this network that provides the most possible exposure opportunities for the successful sale of your home.

Temporary Housing

We can also facilitate corporate and fully furnished rentals for professionals who choose to rent rather than buy.

Renting With Ease

We help renters find the right home in Tampa Bay with a personalized, guided approach. It starts with a phone consultation to assess your needs, followed by a market overview and a Welcome to Tampa Bay package with maps, school info, and local resources.

We explain the rental process, from lease terms to pet policies, and provide tools to search effectively. For those who want more support, our agent-guided service includes tailored property research, scheduled showings, and area tours to make the process smooth and efficient.

Off-Market Properties

A SIGNATURE SMITH ADVANTAGE

At Smith & Associates Real Estate, some of the most exceptional opportunities are never publicly listed. With over 300 top-tier associates collaborating daily, we provide our clients with exclusive access to off-market listings and early insight into upcoming properties.

Through weekly Sales Meetings, our agents actively match motivated buyers with sellers who prefer a more discreet, personalized approach—often before a property ever hits the market. Whether it’s a buyer with specific criteria or a seller seeking privacy, we facilitate these connections in real time.

In fact, 10% of Smith’s total sales volume occurs off market, giving buyers a competitive edge and sellers a seamless, curated experience.

The result? A more efficient, exclusive, and tailored way to buy and sell real estate.

At Smith, we don’t just sell homes - we make strategic, off-market matches happen every day.

Luxury Service At Every Price Point

Luxury isn’t defined by price—it’s defined by experience. At Smith & Associates, every client receives exceptional service, no matter the size of the transaction.

BROKERAGE SALES BREAKDOWN 2024 CLOSINGS

$1.3B Sales Volume Over $1M+, 2024 Up to $1M $1M - $3M $3M - $5M $5M+

Brokerage in Tampa Bay

Smith & Associates leads the market in residential sales, with the highest closing volume of any brokerage in Hillsborough and Pinellas Counties combined. When it comes to real estate, Smith is the trusted name across Tampa Bay.

Your Seamless Homebuying Experience Contract to Close

Our resource partners are thoughtfully curated to support a streamlined, wellmanaged transaction. From trusted mortgage and title partners to premier insurance and relocation resources, every detail is handled with care—so you can move forward with confidence.

MORTGAGE

Our trusted mortgage partners bring years of local expertise and offer a wide range of loan programs customized to each client’s needs.

INSURANCE

Experienced insurance partners tailor coverage to protect what matters most—at the most competitive rates available.

CLOSING

Integrated title services deliver fast, accurate closings— supporting a smooth process from contract to keys.

HOME CONCIERGE

Offers fully customizable, confidential home care servicesensuring your property is secure, well-maintained, and stress-free

Proudly Serving Tampa Bay

We have you covered across Pinellas, Hillsborough, and Pasco counties.

Elevating Tampa Bay

5 DECADES OF BRINGING NEW HOUSING OPPORTUNITIES TO MARKET

Smith & Associates Developer Services is Tampa Bay’s top resource for new development marketing and sales, exclusively representing developers and partners of newto-market properties.

Trusted for our integrity and deep community roots, we bring a seasoned understanding of the unique opportunities and challenges in Tampa Bay’s new construction landscape.

This expertise drives a data-informed strategy tailored to maximize exposure, momentum, and sales success.

OUR DEVELOPMENT SUCCESS

45 Completed Developments

3K+ New Residences Brought to Market

Over 10,000 Five-Star Reviews

Over 90% of our business comes from referrals and repeat clients—a testament to the trust we’ve built. In a competitive market, Tampa Bay’s most discerning sellers choose Smith for our unmatched insight and performance. We look forward to serving your real estate needs.

TEAM SPEROS

SMITH &

ASSOCIATES

REAL ESTATE

ABBY GRIMALDI REALTOR®

Cell 813.352.3670

agrimaldi@smithandassociates.com abbygrimaldi.com

@abbygrimaldigroup

NEIGHBORHOOD

Residence

EDUCATION

B.A. Political Science & Mass Communications

University of Florida

M.A. Education Columbia University

South Tampa, but I've lived in several communities throughout Tampa Bay.

ABOUT ME

CRNE - Certified Negotiation Expert

DESIGNATIONS FAMILY

I have raised 3 kids in Tampa who all attended private school. I also used to teach in both public school and private school systems in Tampa.

LIFESTYLE

Tennis Golf

Specializing in Residential real estate and Medical Field Relocation, Abby is a Tampa native and Tampa expert. From South Tampa to Fishhawk, Lutz to St. Petersburg and beyond, Abby has the personal expertise and connections to tailor her clients' search to exactly what they are dreaming of in their new home. "Tampa Bay is a large city, but subdivided into several distinct communities. The only way to properly serve my clients is to have thorough knowledge not only of these different areas, but also to deliver the lifestyle my clients are seeking. It's a comprehensive client-centric approach.”

“My clients do something else for a living, which is why their trust in me to achieve their real estate goals in a seamless way without surprises is so important to me. They need to be confident that their Realtor understands everything from school districts to commute times, ballet classes to golf courses." Abby’s mission is to exceed expectations through excellent representation that doesn't end when the keys are handed over.

Abby holds a Bachelors Degree from the University of Florida, Masters Degree from Columbia University, a Certified Negotiation Designation and a Certified Ninja. She is also a member of the Tampa Association of Realtors and National Association of Realtors, President of the Beach Park Homeowners Association, Ambassador to Berkeley Preparatory School, and Board Member for the Chad Oulson Foundation. Abby currently resides in South Tampa with her husband, three children, & two great pyrenees.

Testimonials

KRISTEN ARSENEAU REALTOR®

Cell 443.243.4738

karseneau@smithandassociates.com

kristenarseneau.smithandassociates.com

@everyday_tampabay

NEIGHBORHOOD

Residence

South Tampa, Wesley Chapel, Lutz, Land O Lakes, Westchase

Favorite Neighborhood

FAMILY

I have one daughter, 10 years old going into the 5th grade at St. John's in Hyde Park. Previously, she was in Pasco County Public Schools.

LIFESTYLE

Working Out

Walking on Bayshore Foodie

South Tampa, the charming homes and treelined streets, the proximity to the best shopping and dining that Tampa has to offer, Bayshore Blvd

ABOUT ME

Volunteering at Mary Lee's House

Originally from Maryland, Kristen Arseneau and her family made the move to Florida eight years ago and quickly fell in love with life in Wesley Chapel. Living in two resort-style communities gave Kristen a true appreciation for the lifestyle so many relocating families are seeking—and inspired her passion for helping others find their perfect home in the Sunshine State.

Now based in South Tampa’s Bayshore Beautiful neighborhood, Kristen specializes in relocation, luxury homes, new construction, and investment properties. She brings a welcoming, hands-on approach to every client, using her deep local knowledge to guide families through every step of the process.

Kristen lives in South Tampa with her husband Tom and their daughter Gianna, who attends St. John’s Episcopal School. She stays actively involved in her daughter’s dance and lacrosse teams, and the whole family enjoys beach days, exploring downtown Tampa, and cheering on the Bucs and Lightning.

A proud member of the Junior League of Tampa and active supporter of several local nonprofits, Kristen is passionate about giving back to the community she calls home. Recognized as a Rising Star and featured in Tampa Real Producers Magazine, Kristen is known for her dedication, authenticity, and results-driven approach.

Whether you're relocating from out of state or simply searching for the right neighborhood, Kristen is here to help you feel right at home in Tampa Bay.

LISA ESSEK REALTOR®

Cell 813.325.0048

lessek@smithandassociates.com

lisaessek.smithandassociates.com

@lisa.essek

NEIGHBORHOOD

Hillsborough, Pinellas, and Pasco Counties

FAMILY

I have 3 sons. I have experience with Pasco and Hillsborough public, private, and charter schools.

LIFESTYLE

Running Tennis Pickleball Biking Residence

Favorite Neighborhood Dunedin-It is a charming, cultural town that is close to the water, but not crowded like other beach towns.

ABOUT ME

I have proudly called Tampa Bay my home for over 21 years. Originally from Pittsburgh, PA, my family relocated here in 2004 for my husband's job, so I truly understand the importance of not just finding a home, but a place to belong. As a mom of 3 now-adult sons, I bring with me extensive knowledge of local schools, sports, and communities to help families make informed and confident decisions.

I have had the opportunity to help many families sell and buy in the Pasco County area, because I lived on the Pasco/ Hillsborough County border for 18 years. My most fulfilling moments working as a Realtor are when I help families realize their dream of homeownership, and continue a relationship well beyond their purchase. FUN FACT: I haven't missed running in the Miles for Moffitt races since 2009! I am an avid runner, and just completed my first full marathon! One of my favorite things about living in Tampa is the various county parks. There are so many beautiful trails and lakes/rivers to explore!

JACQUELYN REINA

REALTOR®, PA

Cell 813.230.7526

jreina@smithandassociates.com

jacquelynreina.smithandassociates.com

@jacquelynreinarealtor

NEIGHBORHOOD

Residence

Pelican Island

Favorite Neighborhood

FAMILY

Jacquelyn has four children who all attended school locally here in Tampa.

LIFESTYLE

Christ The King Catholic Church

Dana Shores Civic Association

There are so many wonderful neighborhoods in the Tampa Bay Area - it is my passion to match Buyers and their families with the one that best meets their needs.

ABOUT ME

Pelican Island Home Owners Association

Jacque grew up in Atlanta, Georgia, and is a graduate of Purdue University. She moved to Tampa in 1994 with her husband, David. Together, they live in the beautiful Pelican Island, where she is the neighborhood liaison for the Dana Shores Civic Association and a board member with the Pelican Island Homeowners Association. She is also a frequent volunteer at her home parish of Christ the King Catholic Church.

Licensed since 2014, Jacque has had extensive experience in both corporate and military relocation, serving companies such as USAA and Aflac. Throughout her 30+ years in Tampa Bay, she has gathered extensive knowledge of established neighborhoods, as well as the abundance of new development, spanning three counties. Jacque has raised four children, therefore giving her important, first-hand insights into area schools and the neighborhoods that are associated with them. She believes that selling real estate is not just a transaction, it’s a relationship. It’s important to listen and gather information for the customer, so they are equipped to make their most informed decision.

DINA SIERRA SMITH REALTOR®

Cell 813.760.6354

smith@smithandassociates.com

dinasierrasmith.smithandassociates.com

@dinasierrasmith

NEIGHBORHOOD

Residence Avila

Favorite Neighborhood Avila

South Tampa

St. Pete Beach, Tierra Verde, Downtown St. Pete area

ABOUT ME

FAMILY LIFESTYLE

Yes, I know the school landscape well—I’ve raised three children who attended both public and private schools in the area. I’m an alum of Academy of the Holy Names, where my daughter also went. My sons attended Tampa Prep, Gaither, and several local public schools, so I have experience with a range of educational options. I also had the opportunity to sell a home to the headmaster of Berkeley Prep when he relocated to Tampa. Carrollwood Day School is just outside the gates here, and I know several families who attend. With a large extended family and strong local network, if I’m not personally familiar with a school, I’ll always reach out and connect clients with someone who is. Making sure families feel informed and confident about school choices is something I take seriously.

Time with Family Reading Walks Crafts Painting

Dina Sierra Smith is a third-generation Tampa native with over 30 years of real estate experience. She began her real estate career in 1994 with Avila Realty and joined Smith & Associates in 2004, where she’s built a legacy of excellence. She was honored with the prestigious "Mary Smith Conover Award" by her peers for her deep market knowledge and commitment to community service. Dina also served for over 15 years on the Foundation Board of what is now known as AdventHealth, supporting the hospital system through multiple transitions. During that time, she played a hands-on role in helping physicians and medical professionals relocate to the Tampa Bay area - an experience that gives her unique insight into the needs of relocating professionals and executives.

Dina’s approach to real estate is guided by three core values: Respect – "I respect your time and will always be on time." Honesty – "You’ll always get the truth - clear and straightforward."

Integrity – "If I say I’ll do it, I’ll follow through."

Known for her expert preparation, attention to detail, and proven results, she delivers strategic advice and high-level service to every client. With Dina, you're not just hiring a realtor—you’re gaining a trusted partner who will advocate for your best outcome from start to finish.

EDUCATION

Psychology Degree

CHRISTINE SULLO REALTOR®

Cell 303.710.1029

csullo@smithandassociates.com

christinesullo.smithandassociates.com

@christinesulorealtor

NEIGHBORHOOD

Residence Westchase

LANGUAGES FAMILY

French I have a 15-year-old son who went to Westchase Elementary, Walker (IB) Middle School, and is now at Alonso High. I am also familiar with Lutz & South Tampa Schools

LIFESTYLE

Boating

Paddleboarding

Live Music

Resturant Openings

Favorite Neighborhood Westchase - a diverse community with over 3,200 homes, Westchase embodies quality people, schools, and programs, ideal for anyone moving to Tampa.

ABOUT ME

Christine embodies a unique blend of expertise and personal philosophy in her approach to real estate. Her 20+ years in the Hospitality industry, coupled with a degree in Psychology, equip her with a keen understanding of client needs and the ability to establish rapport quickly.

Having relocated to Florida herself, Christine understands the importance of community, schools, and convenience. With in-depth knowledge of local public and private schools, as well as community and social organizations, she has truly embraced life as a Floridian.

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