Trey Smith

Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

3322 West End Ave

Suite 620,

Nashville, TN 37203-1217

About me

Background

I offer clients more than 25 years of investment experience, working collaboratively with them to assess their financial situation, goals, and objectives; determine their risk tolerance; and form and execute an appropriate investment plan to obtain measurable results.

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

Education

BA - Economics
University of Illinois at Urbana-Champaign 1993
MBA - Business Administration and Management
Vanderbilt University - Owen Graduate School of Management 2012

Personal Interests

I’ve been active in several community organizations and one of the acting class chairs for Harding Academy’s annual fund. As well as being a member of the Financial Planning Association, I’ve published several articles on CNBC.com, been a guest lecturer at Vanderbilt University, and served as a speaker for the National Business Institute. I’ve also authored two books that are part of my “Wealth & Family Book Series”: Money Does Grow on Trees: Family Trees and The Tips, Tricks, and $ Advice They Don’t Teach You in College. 

Specialties

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

  • 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.

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Accomplishments

Best in State Wealth Advisors*
Forbes 2020
Top Financial Advisors in the US**
Barron's 2017
Top Financial Advisors in the US**
Barron's 2018
Top Financial Advisors in the US**
Barron's 2019
Top Financial Advisors in the US**
Barron's 2020
Top 100 Bank Advisors 1 - 25***
Bank Investment Consultant 2019
FT 400 Top Financial Advisors****
Financial Times 2017
FT 400 Top Financial Advisors****
Financial Times 2018
FT 400 Top Financial Advisors****
Financial Times 2019
FT 400 Top Financial Advisors****
Financial Times 2020
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About Our Process

Hello. I'm Trey Smith, the financial advisor with Truist Investment Services Inc based in Nashville, Tennessee. My practice all starts with you the client, what do you want? What do you need? What do you want to achieve? Is there something you're striving for? A concern for someone you love? Or possibly something keeping you up at night? Only once I understand what is most important to you can my team and I work on your behalf. The Smiths group niche is working with individuals, families, and institutions and then providing solutions and resources to help address their often complex issues. This is achieved by asking the questions that are most appropriate to your situation and then creating custom solutions to help solve your needs. Is it that point that my goal as an advisor in partnership with our team is to help you understand where you are, where you want to go. And how to get there. This approach stems from stories I heard growing up of both what went wrong and occasionally right my own family's previous generation. It is that personal history that colors how we approach our clients. And while our belief that although investing is extraordinarily important when given the opportunity, we also need to create a plan and utilize the full resources we have available, including banking, lending, and other solutions to help you achieve your goals. Although there are many ways we work with our clients, we know we've added value when I hear a client say, I never thought of that or I can't wait to tell so-and-so this, or you give me confidence to pursue my goals. Working with wonderful clients, great team members, and a supportive institution, like Truist has been a tremendous opportunity for me. And I want to thank you for your time and consideration. If we can be of service, we'd love to help.

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