Matthew Smith

Matthew R Smith
Wealth Advisor Truist Bank

3017 Parkridge Dr.

Atlanta , GA 30319

Matthew.smith3@truist.com

Phone 404-813-8927

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About me

Background

Long (up to 300 words)
Matthew Smith is a Wealth Business Advisor with Truist Wealth in Atlanta, where he helps clients navigate important financial decisions and develop strategies that support their long-term goals. He is dedicated to building meaningful relationships and delivering a personalized experience centered on each client's unique needs, priorities, and aspirations.

Before joining the Wealth Business Advisor team, Matthew served as a Wealth Support Specialist supporting a Private Banking Advisor and a large portfolio of clients. In that role, he gained extensive experience assisting with a wide range of banking and wealth management needs, developing a strong foundation in client service and relationship management. Working closely with clients through both routine and complex financial situations reinforced his commitment to providing responsive, thoughtful guidance.

Today, Matthew works closely with clients and collaborates with Truist Wealth professionals across banking, lending, planning, and investment disciplines to help deliver comprehensive solutions tailored to individual circumstances. He enjoys helping clients simplify financial complexities and stay focused on their objectives.
Matthew earned a Bachelor of Science in Finance from Auburn University. He combines his financial services experience, attention to detail, and client-first mindset to help individuals and families address their evolving financial needs. Whether supporting clients through major life events, business opportunities, or long-term planning discussions, he is committed to providing dependable service and fostering lasting relationships.

Education

Business Administration
Auburn University 2024
Finance, B.S.
Auburn University 2024

Locations

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