David Smith, Financial Advisor

FINANCIAL ADVISOR
David E Smith

AAMS™
1995 Wellness Blvd Suite 230, Monroe, NC 28110opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Wealth Strategies
  • College Savings

Financial Advisor Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Personal Fitness
  • Snorkeling
  • Traveling
  • Volunteering

Team Members

  • Michelle Painter
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(704) 225-1218

Fax

(888) 616-3343

Office Address

1995 Wellness Blvd Suite 230
Monroe, NC 28110opens in a new window

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