With more than 28 years of experience in Private Wealth Management and Financial Planning, C. Brent Smith has the accumulated knowledge and perspective to help you with your financial goals. Brent understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
Brent has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. Professionals with the Raymond James Private Wealth Advisor designation have demonstrated their aptitude for anticipating and managing the complex concerns of clients with significant wealth.
Brent endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry's most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investments. This becomes a part of the overall Financial Plan that is designed uniquely to your situation, and desired outcomes both for your life, and future generations who will inherit your accumulated wealth. Brent began his career in financial services in 1995 and previously spent 28 years with firms such as J.C. Bradford & Co and Morgan Stanley. Today, Brent provides financial and estate planning, wealth management, and investment management through the use of equities, fixed income securities, managed money, alternative investments, and 529 education savings plans and more through Raymond James. Brent also provides retirement plan consulting and business succession planning through Raymond James.
A native of Louisville, KY, Brent resides in Atlanta, Georgia. He is a member of Buckhead Church & Golf Club of Georgia, as well as in the process of getting involved in charities to support less fortunate kids which has been a passion throughout his career that has included serving as Chairman of the Board of Blessings in a Backpack (Kentucky), Kentucky Harvest, and a member of other similar Board of Directors. Away from the office, Brent also enjoys continuing to be a competitive golfer while also following his son's golf career where Camden currently plays for the University of Georgia. In addition, Brent enjoys live sporting events, live music, great restaurants, the outdoors, and exploring new places.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Raymond James is not affiliated with any of the above named organizations and/or charitable causes.
Raymond James is not affiliated with the above organizations and/or charitable causes.
