I am a Financial Advisor with Truist Investment Services, Inc. based in Nashville, TN. I offer over 20 years of experience in financial services, retirement planning, investment management, and more. I have my CFP®, CIMA®, CPWA®, ChFC®, and CRPC®. In addition to having completed a Life Planning course with the Kinder Institute. My mission is to work collaboratively with clients by making sure their goals and aspirations are reflected in their financial plans and by assisting with the growth and preservation of their hard-earned assets. Once I understand what is most important to a client, my team and I can work to advance where they want to go and how to get there. Our customized solutions revolve around a disciplined process that utilizes diversified investment products and third-party managers to obtain measurable results.The Smith Group specializes in working with successful individuals, families, and institutions to provide solutions and resources to address their financial goals. We are dedicated to providing exceptional, attentive, and customized service. We pride ourselves on building lasting, long-term relationships with our clients.
Listed skills include Financial Planning, Retirement Planning, Investments, Strategic Financial Planning, and 16 others.
