Jared Smith
Managing Director-Financial Advisor at RBC Wealth Management
- Role
- Managing Director-financial Advisor at RBC Wealth Management
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jared Smith
I’m a Financial Advisor focused on helping individuals and families simplify their financial lives and make confident, long-term investment decisions. I graduated from Duke University with a Bachelor of Arts in Economics and began my career in financial services in 2002. Since then, I’ve worked closely with clients to develop personalized strategies that align with their goals, values, and risk tolerance. I partner with clients in three key areas: • Comprehensive Financial Planning – including retirement planning, liability management, education funding, insurance analysis, and estate planning strategies • Goal-Based Investment Guidance – helping clients define and prioritize what matters most and then building a clear path forward • Customized Portfolio Management – designing investment strategies tailored to each client’s return objectives and comfort with risk My approach is centered on clarity, discipline, and long-term thinking—so clients feel confident about where they are today and where they’re headed. If you’re looking for a more structured and thoughtful approach to managing your investments, I’d be happy to connect. 70••••••58 j••••••••@rbc.com \"Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.” This information is intended for use by residents of AK, AZ, CA, CO, CT, FL, GA, IA, IN, KS, MA, MI, NC, NJ, NY, PA, RI, SC. TX, VA, WA, WV, WY.
Experience
Managing Director-financial Advisor
Aug 2017 — Present · Charlotte, NC, US
Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Education
Duke University
BA, Economics
1996 — 2000
Skills
- Sales
- Retirement Planning
- Retirement
- Finance
- Team Building
- Insurance
- Risk Management
- Strategic Planning
- Securities
- Leadership
- Financial Analysis
- Investments
- Succession Planning
- Financial Advisory
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