When selecting a financial advisor, you want someone with integrity, professionalism and experience. As your SunTrust Investment Services Private Financial Advisor, Trey Smith brings those qualities and more, including insightful advice and in-depth knowledge. He offers clients more than 10 years of investment experience. Trey works collaboratively with clients to assess their financial situation, goals and objectives, determine risk tolerance and form and execute an appropriate investment plan to obtain measurable results. With the support of Financial Consultant, Shaun Rowles, Investment Associate, Sean Keane and Administrative Associate, Crystal Morgan, Trey helps clients focus on the goals they value most.
He believes that only through expanding your knowledge base can you better assess the needs of the client and the ever changing market and economy. For this reason, in addition to his BA in Economics from the University of Illinois and his Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®) and Certified Investment Management Analyst (CIMA®) certifications, he also completed the Executive MBA program at Vanderbilt University and recently received his CPWA certification.
Trey has been active in several community organizations and has been one of the acting class chairs for Harding Academy's annual fund. Trey is also a member of the Financial Planning Association. In addition to having published several articles, he also completed his first book last year, The Tips, Tricks and $ Advice They Didn't Teach You in College, the first in his Wealth & Family Book Series. In his spare time, Trey enjoys spending time with his family. He and his wife, Dianne, have 2 daughters, Katelyn and Larissa.
SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.
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