Treasa Smith

Treasa Smith
Wealth Advisor Truist Bank

100 Sawgrass Corners Dr

Ponte Vedra Beach, FL 32082-3567

About me

Background

Treasa Smith is a Wealth Advisor with Truist Bank, serving the greater Jacksonville area from Amelia Island to St. Augustine, Florida. She has been in the financial services industry since 2009 and joined Truist over 5 years ago. Passionate about inspiring and building better lives and communities, Treasa has spent much of her career collaborating with individuals and families on the various elements of wealth, sharing strategic ways in which they can improve upon their plans in order to optimize their outcomes.  

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

Education

Bachelor of Science in Social Work
Trevecca Nazarene University 2001 2006

Personal Interests

Treasa is a native to Jacksonville, Florida and is married to her husband, Jeremy. She is also a mom to three boys, Chandler, Madden and Graeme, who range in ages from 9 to 12 years old. They love spending time together in the great outdoors, especially when playing soccer, football, and baseball. Treasa also enjoys giving back to her community and currently serves on the Board of Directors for the Julington Creek Baseball Organization.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

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

To
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