Do you ever wonder if you are making the most of your money?
As a financial advisor, I am committed to helping you effectively manage your investments and keep on track to reach your financial dreams and goals. As a client, you can expect to meet with me face to face in a comfortable and welcoming environment where we will check on your progress and adjust your strategy as life changes. In our office, we value honesty and integrity. My team takes pride in helping individuals, families and business owners while caring about them deeply in a professional manner. And we understand that your strategy needs to be flexible and include other trusted professionals, like your CPA and attorney.
I received my MBA from The University of Alabama in Huntsville and my BS in finance from Auburn University. To better serve my clients, I earned the AAMS™ and CRPS™ professional designations. I hold General Securities Representatives (Series 7), Uniformed Combined State Law Examination (Series 66) and life and health insurance licenses. My husband, Byron, and I are proud to call Decatur home where we are raising our two kids, Addy Jo and Rand, and our rescue dogs, Maggie and Rocky. I enjoy being an active part of the community through various volunteering opportunities, board positions and my church.
If you would like to explore working with us, please reach out to Ashley Eubanks, our Branch Office Administrator, to set up a discovery call.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
Phone NumberCindy Smith at (256) 686-4262
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