Charlie Smith

Charlie Smith
Financial Consultant Truist Investment Services, Inc.

14401 Sweitzer Ln

4th Floor,

Laurel, MD 20707-2920

Charlie.Smith@Truist.com

Phone 301-497-3313

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About me

Background

Charlie Smith is a Financial Consultant with Truist Investment Services, Inc. His focuses are financial planning, client relationships, and financial education planning. His group is passionate about creating solutions for busy physicians, attorneys, and business owners, helping them achieve their financial goals and ambitions. They manage the entire financial life of their 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. Charlie and his team have 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

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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