Jerry Smith

Jerry W. Smith
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1979 Eastwood Rd

Suite 104,

Wilmington, NC 28403-7214

About me

Background

I am a Senior Vice President with Truist Investment Services, Inc., offering clients more than 35 years of financial services, retirement planning, and investment management experience, including strategic and tactical asset allocation market strategies with financial, tax, and retirement distribution planning.

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

Education

BSBA-Finance
Appalachian State University 1983

Specialties

  • 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

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

To
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