Michele P. Smith

Director Financial Advisor Private Client Group Truist Investment Services, Inc.

With over 32 years of experience in the financial services industry, Michele specializes in aiding families in building generational wealth while also advising individuals in planning for and navigating retirement. Michele has cultivated enduring relationships with clients, spanning four generations within some families. Throughout her career, she has provided knowledge in areas such as retirement income planning, investment management, tax-efficient strategies, and estate planning. 

Whether collaborating with a young family or retirees, Michele strives to bring clarity and understanding to each stage of the financial journey. Grounded in integrity, experience, and personalized service, she partners with clients to develop customized plans aimed at growing and protecting wealth across generations. Michele embarked on a career as a financial advisor to merge her passion for numbers with the desire to assist individuals in making informed decisions about their finances. 

The profound impact that financial planning can have on individuals and across multiple generations motivates her dedication to guiding families through every stage of their financial journey. An exceptional client experience begins with attentive listening. Recognizing the uniqueness of each client, her objective is to help them achieve their personal goals and safeguard what holds importance to them. Responsiveness, transparency, and fostering long-term relationships are cornerstones in client interactions. Michele has been a member of the Liberty Rotary Club for over 30 years. Additionally, she works with middle and high school students on the Southeast Guilford Hunter Safety Team and the FFA Alumni.