Trey Smith

Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Smith Group of Truist Investment Services, Inc.

3322 West End Ave.

Suite 620,

Nashville, TN 37203-1217

Trey.Smith@Truist.com

Phone 615-463-9023

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About me

Background

Trey Smith offers over 20 years of experience in financial services, retirement planning solutions, investment management, and more. He has his CFP®, CIMA®, CPWA®, ChFC®, and CRPC® designations and has completed a Life Planning course with the Kinder Institute.

Trey's mission is to work collaboratively with clients by making sure their goals and aspirations are reflected in their financial plans and by assisting with the growth and preservation of their hard-earned assets. Once he understands what is most important to a client, he and his team (The Smith Group of Truist Investment Services, Inc.) work to advance where the client want to go and how to get there. The Smith Group's customized solutions revolve around a disciplined process that utilizes diversified investment products and third-party managers to obtain measurable results.

The Smith Group of Truist Investment Services, Inc. specializes in working with successful individuals, families, and institutions to provide solutions and resources to address their financial goals. The Smith Group is dedicated to providing exceptional, attentive, and customized service and pride themselves on building lasting, long-term relationships with their clients.

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

Trey follows economics, financial planning, and the market through membership in associations such as the Financial Planning Association, Kinder Institute of Life, and Investments and Wealth Institute (formerly IMCA). He also writes and speaks publicly. He has had articles published by CNBC.com, amongst othe's. In addition, Trey has published two books as part of his Wealth and Family Book Series; Money Does Grow on Trees: The Family Tree and The Tips, Tricks, and and Advice They Didn't Teach You in College. His speaking engagements have included Vanderbilt University's Owen Graduate School of Management, the National Business Institute, and many other's.

Trey and his wife, Dianne, enjoy live events in different forms, including locally being season ticket holders for the Nashville Predators, Nashville Soccer Club, and Tennessee Performing Arts Center. But they are most proud of their daughters, Katelyn and Larissa, whom both graduated from Harpeth Hall and now attend the University of Missouri and Savannah College of Art and Design.

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

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

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

  • 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 2020
FT 400 Top Financial Advisors***
Financial Times 2020
Best in State Wealth Advisors*
Forbes 2021
Top Financial Advisors in the US**
Barron's 2021
Best in State Wealth Advisors*
Forbes 2022
Top Financial Advisors in the US**
Barron's 2022
Top Financial Advisors in the US**
Barron's 2023
Best in State Wealth Advisors*
Forbes 2023
Best in State Wealth Management Teams*
Forbes 2023
Best in State Wealth Management Teams*
Forbes 2024
Top Financial Advisors in the US**
Barron's 2024
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

**Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

***Financial Times rankings are based on assets under management (AUM), AUM growth rate, years of experience, compliance record, industry certifications and online accessibility. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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