Tony Smith

Tony Smith, ChFC®
Premier Banker

10270 Baltimore Ave

College Park, MD 20740-4200

About me

Background

Tony Smith is a Premier Banker and Chartered Financial Consultant (ChFC®) with 17 years of financial services experience, committed to helping his clients find financial peace of mind by making the complex simple. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. His daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversations, and technology.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Economics
University of Connecticut
Master of Business Administration
University of Maryland Global Campus

Personal interests

Tony was born and raised in Hartford, Connecticut. He has been married to his wife for over 18 years. They have 5 awesome kids ranging in ages from (7-14). 
Tony enjoys spending time with his wife and five children playing board games, in addition to doing handyman projects.
He recently became a member of the Hamiltonian Board, where he employs his skills to enhance the needs of his community for the next generation.  As a husband, father, son, and friend, he has learned that wealth does not define a culture, it is a product of the discipline, convictions, and perseverance of a people.

Specialties

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

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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