Barry Smith

About Barry Smith

I am a member of The Smith Group, a Merrill Lynch Wealth Management financial advisory team headquartered in downtown Houston. We have extensive knowledge in goals based wealth management for private and business clientele. We serve clients from all industries as well as stages in life.I aim to provide customized wealth strategies and tailored advice to individuals and families, helping them address their priorities and pursue their goals more efficiently. I am committed to client success, my passion is helping clients harness the opportunities and resources at their disposal. My team and I use a process oriented approach that encompasses personalized investment management, retirement planning, trust and estate planning services through Bank of America Private Bank, cash-flow analysis, higher education saving, and charitable giving, among others. My goal is to anticipate clients\' financial needs, allowing them to make informed decisions about their lives and legacies.I welcome a connection if:• You are looking to work with a Merrill Financial Advisor on the pursuit of your financial goals• You would like to connect with anyone in my network• You are a University of Houston supporter or alumni• You would like more information about Merrill or what it is like to work with an advisor• You would like to share a game of racquetball in the Houston areaContact me at:7••••••••@ml.com*Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Jun 2018 — Present

Education

• University of Houston, C.T. Bauer College of Business

  Bachelor's Degree

  2016 — 2018