Trey Smith
Senior Managing Director, Financial Advisor at Truist Investment Services, Inc., Truist Wealth
- Role
- Senior Managing Director, Financial Advisor with the Smith Group of Truist Investment Services, Inc at Truist Wealth
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Trey Smith
I am a Financial Advisor with Truist Investment Services, Inc. based in Nashville, TN. I…
Experience
Senior Managing Director, Financial Advisor with the Smith Group of Truist Investment Services, Inc
Feb 2021 — Present
Visit The Smith Group\'s Website: to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
Vanderbilt University Owen Graduate School of Management
Master of Business Administration (MBA), Business Administration and Management
2010 — 2012
University of Illinois Urbana-Champaign
Bachelor of Science - BS, Economics
1988 — 1993
Skills
- Financial Planning
- Asset Management
- Investments
- Mutual Funds
- Wealth Management
- Investment Advisory
- Financial Services
- Asset Allocation
- Portfolio Management
- Series 63
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Wealth Management Services
- Finance
- Financial Advisory
- Financial Analysis
- Retirement
- Series 7
- Securities
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