Trey Smith

Trey Smith

Truist Investment Services, Inc.

Trey Smith , CFP®, ChFC®, CIMA®, CPWA®, CRPC® is the senior managing director at Truist Investment Services, Inc. He offers over 20 years of experience in financial services, retirement planning solutions, investment management, and more. Mr. Smith works collaboratively with clients to assess their financial situation, goals and objectives, determines risk tolerance, and forms and executes an appropriate investment plan to obtain measurable results. In addition to having published several articles, he has also completed his first two books, The Tips, Tricks and $ Advice They Didn't Teach You in College, and Money Does Grow on Trees: The Family Tree in his Wealth & Family book series. Mr. Smith is a member of the Financial Planning Association. He earned his B.A. degree from the University of Illinois at Urbana-Champaign and his M.B.A. degree from Vanderbilt University - Owen Graduate School of Management.

Trey Smith's Courses

  • Estate Planning in Tennessee: From A to Z

    TN Specific

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    Tennessee CLE Approved 6 Total
    OnDemand