The Smith Group of Truist Investment Services, Inc. The Smith Group of Truist Investment Services, Inc.

The Smith Group of Truist Investment Services, Inc.

3322 West End Ave.

Suite 620,

Nashville, TN 37203-1217

Who we are

The Smith Group's niche is working with successful individuals, families, and institutions to provide solutions and resources to address their financial goals. Our personalized approach often involves working closely with the client's outside advisors such as CPAs, attorneys, trust officers, etc., to fulfill our clientele's personal, charitable, and legacy goals. We are dedicated to providing exceptional, attentive, and customized service. We pride ourselves on building lasting, long-term relationships with our clients. If we can be of service to you, we’d love to help.
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Specialties

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

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

Adam Ennis
Adam Ennis
Financial Consultant
Crystal Goodyear
Crystal Goodyear
Client Service Associate
Eden Chaberski
Eden Chaberski
Client Service Associate
Pamela Lowder
Pamela Lowder
Client Service Associate
Emily “Kate” Roden
Emily “Kate” Roden
Financial Planner
The Smith Group's process begins with the client and what is most important to them. We develop each client's profile by exploring and prioritizing goals, areas of concern, and areas of interest. We then tailor a plan to each client’s unique needs by recommending specific planning strategies to address their goals. Once we understand what is most important to you, The Smith Group can work on your behalf to advance where you want to go and how you’ll get there. Our customized solutions revolve around a disciplined process that utilizes diversified investment products and third-party managers. 
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