Trey Smith

Senior Vice President, The Smith Group

Trey Smith is a financial advisor with over fifteen years of investment and consulting experience. He works closely with clients to assess their financial situation, goals, and risk tolerance to develop and execute suitable financial plans that meet their needs.

About

Trey obtained his BA in economics from the University of Illinois and completed the executive MBA program at Vanderbilt University. He also holds designations as a CFP®, CIMA®, CPWA®, ChFC®, and CRPC® and has written articles for such organizations as CNBC and provided continuing education for lawyers through the National Business Institute. This is Trey’s second book, following The Tips, Tricks and $ Advice They Didn’t Teach You in College, which reached the top of several Amazon best-seller lists. Trey enjoys spending time with his wife, Dianne, and his two daughters, Katelyn and Larissa.

Published Book

3D book cover of trey smith's book money does grow on trees

Money Does Grow On Trees – The Family Tree

Financial Wisdom For Intergenerational Growth

We all want to protect our families. We work our jobs to put food on the table, to keep a roof over their heads, and to provide for them. With a solid financial plan in place, you can go that extra step to know that your financial and moral legacy…

Buy Now Learn More

What is Your Authority Score?

Get My Score