Natalie Smailes

Natalie R. Smailes
Senior Vice President Managing Director of Client Development

Wake Forest

Wake Forest, NC 27587

About me

Background

Natalie Smailes is a Managing Director of the Center for Family Legacy, delivering ultra-high-net-worth families with tailored advice designed to increase their chances of sustaining wealth over generations. In this role, Natalie works alongside wealth advisors to help clients identify their personal and business wealth objectives and develop appropriate methods for governing their shared assets. Natalie provides her expertise to the delivery of family meetings and education programs, and she works with the Center for Family Legacy Governance and Education teams to manage and implement their efforts.

Natalie has over 30 years of experience working with ultra-high-net-worth individuals and addressing their needs for financial planning, insurance, investment management, estate planning, and banking. She joined Truist Wealth in 2015, first working as a wealth advisor and financial advisor, then joined the Center for Family Legacy three years later. Prior to that, she worked at First Citizens Bank and First Union Bank in their wealth management groups. 

Education

Bachelor of Economics
Furman University 1984 1988

Personal Interests

Natalie is a mother to her sons Jake and Josh and grandmother to her grandson Kuba. She is also a native Ohioan, has spent time living in Denver, Colorado and currently resides in Wake Forest, NC. Natalie served as the Secretary and President of the North Carolina Community Foundation for Wake County for 10 years. In her tenure, she worked to develop the Board as well as to develop a greater presence for the foundation within the community by increasing Board Membership three-fold and establishing an annual fundraising event. In her free time, Natalie enjoys yoga, open water swimming events and cooking.

Specialties

Accomplishments

Performance Excellence Award*
Truist 2020
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

Locations

Loading location info...
Return to list view
Map

Wake Forest,

Wake Forest, NC 27587

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

{0} {1}

Recommended Resources

Economic Commentary A perspective on a Fed Chair’s influence – Policy, process, and market expectations

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
- Jul 11, 2025
Article
07/10/2025
Article

Market Pulse July 7, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of July 7, 2025 highlight what we're watching and important news ahead.
- Jul 07, 2025
Article
07/07/2025
Article

Economic Commentary No fireworks in June jobs data as U.S. economy muddles through tariff uncertainty

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for July 3, 2025.
- Jul 07, 2025
Article
07/03/2025
Article
{0}
{6}
{7}
{8}
{9}
{12}
{10}
{11}

{3}

{1}
{2}
{7}
{8}
{9}
{10}
{11}
{14}
{12}
{13}