David Smith, AAMS®, AWMA®, CMFC®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

David Smith Photo
David Smith, AAMS®, AWMA®, CMFC®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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1303 S BABCOCK STREET

MELBOURNE, FL 32901

2817 West New Haven Avenue,

West Melbourne, FL 32904

2817 W. NEW HAVEN AVENUE

WEST MELBOURNE, FL 32904

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About

David Smith is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 22 years of financial services, retirement planning and investment management experience. David has earned the professional designations of Accredited Wealth Management AdvisorSM (AWMA®), Accredited Asset Management SpecialistSM (AAMS®), Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Mutual Fund CounselorSM (CMFC®). He is a native of State College, Pennsylvania and is a graduate of the Pennsylvania State University.

David's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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