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Charlie Smith

Charlie Smith
Financial Consultant Truist Investment Services, Inc.

14401 Sweitzer Ln

4th Floor,

Laurel, MD 20707-2920

Charlie.Smith@Truist.com

Phone 301-704-3438

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About me

Background

I’m a Financial Consultant with Truist Wealth. My particular focuses are financial planning, client relationships, and financial education planning. Our group is passionate about creating elegant solutions for busy physicians, attorneys, and business owners, helping them achieve their financial goals and ambitions. 

We manage the entire financial life of our clients, which includes plan and goal coaching, helping them make sense of global markets, and assisting them in gaining a higher level of financial confidence through life’s journey. Our team has a combined wealth and investment management experience of over 65 years.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
University of Maryland 2002

Personal Interests

I live in Kensington, MD, with my wife and children. I enjoy camping at the beach and playing with my two golden retrievers.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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