The Smith Group of Truist Investment Services, Inc. The Smith Group of Truist Investment Services, Inc.

The Smith Group of Truist Investment Services, Inc.

3322 West End Ave.

#620,

Nashville, TN 37203-1217

THESMITHGROUP@TRUIST.COM

Phone 615-463-9023

Fax 615-292-5180

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Who we are

The Smith Group's niche is working with successful individuals, families, and institutions to provide solutions and resources to address their financial goals. Our personalized approach often involves working closely with the client's outside advisors such as CPAs, attorneys, trust officers, etc., to fulfill our clientele's personal, charitable, and legacy goals. We are dedicated to providing exceptional, attentive, and customized service. We pride ourselves on building lasting, long-term relationships with our clients. If we can be of service to you, we’d love to help.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Trey Smith
Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC®
Financial Advisor
Senior Managing Director
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Steve Laughter
Steve Laughter
Financial Consultant
Director
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Adam Ennis
Adam Ennis, CFP®, CEPA
Financial Consultant
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Jeremy Collins
Jeremy Collins
Business Development Officer
Vice President
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Crystal Goodyear
Crystal Goodyear
Client Service Associate
Kate Mann
Kate Mann
Financial Planning Officer
Eden Chaberski
Eden Chaberski
Business Development Officer
Samuel Orr
Samuel Orr
Portfolio Management Officer
Travis Arnold
Travis Arnold
Client Service Associate
Spiro Natsis II
Spiro Natsis II
Client Service Associate
The Smith Group's process begins with the client and what is most important to them. We develop each client's profile by exploring and prioritizing goals, areas of concern, and areas of interest. We then tailor a plan to each client's unique needs by recommending specific planning strategies to address their goals. Once we understand what is most important to you, The Smith Group can work on your behalf to advance where you want to go and how you?ll get there. Our customized solutions revolve around a disciplined process that utilizes diversified investment products and third-party managers.
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    Locations

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