Earnest Smith, CFP®, ChFC®, CIMA®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Earnest Smith Photo
Earnest Smith, CFP®, ChFC®, CIMA®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

3322 WEST END AVENUE

NASHVILLE, TN 37203

401 Commerce Street,

Nashville, TN 37219

3322 WEST END AVENUE

NASHVILLE, TN 37203

Check the background of this investment professional on FINRA's BrokerCheck

About

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. Trey offers clients more than ten years of investment experience. He 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 Consultants - Shaun Rowles and Steve Laughter, Investment Associates - Sean Keane and Grant Cobb and Administrative Associate - Crystal Morgan; Trey helps clients by focusing 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 B.A. in Economics from the University of Illinois and his Certified Financial PlannerTM (CFP®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning CounselorSM (CRPC®), Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) certifications, he also completed the Executive MBA program at Vanderbilt University.

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 on CNBC.com, he has been a guest lecturer at Vanderbilt University and is a preferred speaker for the National Business Institute. Trey also completed his second book last year, Money Does Grow on Trees: Family Trees, the second in his Wealth & Family Book Series. In addition to recently being chosen as one of Barron's Top Financial Advisors*, he also was recognized by Financial Times as a FT 400 Top Financial Advisor for 2016**.

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.

* Barron's rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices. Barron's 2016.

** Financial Times ranking is based on Assets Under Management (AUM), AUM growth, years of experience and compliance record. For more information on award criteria please go to FT.com.

Continue Reading