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 enjoys spending time with his wife and five children playing board games, in addition to doing handyman projects.

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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