Andrew B. Smith
Senior Vice President
Wealth Advisor
Truist Bank
Senior Vice President
Wealth Advisor
Truist Bank
1400 Post Oak Blvd
Suite 650,
Houston, TX 77056-3007
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.
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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
Financial planning
Banking
Estate planning
Philanthropy
Fiduciary
Financial education
Locations
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Map
1400 Post Oak Blvd,
Suite 650, Houston, TX 77056-3007
Office hours
Mon–Fri: 9am–5pm CT Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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