Andrew Smith

Andrew B. Smith
Senior Vice President Wealth Advisor Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

Andrew.B.Smith@Truist.com

Phone 713-265-6818

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About me

Background

Andrew Smith is a Wealth Advisor who joined Truist Bank in early 2022 after almost a decade at a multi-family office, where he led the delivery of family office services to clients. Andrew’s passion is serving ultra-affluent families who need sophisticated estate, tax*, family office, and philanthropic advice and services.

After growing up in southern Alabama where his father served and retired from the Armed Forces, Andrew received a bachelor’s degree from Baylor University (2005) and law degree from the University of Houston Law Center (2010).  He earned his law degree at night while working full-time.  

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

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Baylor University 2002 2005
Law Degree*
University of Houston 2010

Personal Interests

Andrew is a member of The Estate Forum, which is a small group of distinguished attorneys and CPAs* who work with ultra-affluent families. Professionally, he is also active with the Houston Estate & Financial Forum and the Baylor Business Network. Personally, Andrew serves as a Board Member for Performing Arts Houston and as a member of the Baylor Bear Foundation. He previously served as a court appointed guardian ad litem for Child Advocates of Fort Bend for five years and as a Community Bond Advisory Board Member for his children’s school district.

Specialties

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

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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