Andrew Smith

Andrew B. Smith
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 with Truist Bank, leveraging 9 years experience in wealth management. He has a dedicated team of professionals in the delivery of private banking, financial and estate planning, investment management, and asset protection strategies for high-net-worth individuals, business owners, and their families. He leads his practice with a passion for service and commitment to help deliver financial confidence for clients and their families, business interests, philanthropic goals, and legacy.

Education

Bachelor of Business Administration
Baylor University 2002 2005

Personal Interests

Andrew is a member of the State Bar of Texas, including the Real Estate, Probate and Trust Law section. He is also a member of the Houston Estate & Financial Forum, The Estate Forum, the Baylor Bear Foundation, and the Baylor Business Network, Houston Chapter.  He previously served as a court appointed guardian ad litem for Child Advocates of Fort Bend and as a Community Bond Advisory Board Member for Katy Independent 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

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