Timothy Shaler Smith

With more than 20 years of experience in financial planning and investment management, Tim Smith has the accumulated knowledge and perspective to help you with your financial goals. Tim understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Tim will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you. Tim 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 portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Tim designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Tim puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Tim began his career in financial services in 1998 in Atlanta, GA with Robinson-Humphrey/Smith Barney, and in 2009 transitioned to Wachovia Securities/Wells Fargo. Today, Tim provides retirement planning and investment strategies through the use of equities, fixed income securities, managed money, and more through Raymond James.

A native of Greenville, SC, Tim resides in Greenville with his wife, Teresa and three children, Shaler, Lucy and Jack. Tim has enjoyed volunteering in Greenville with United Way Philanthropists and Meals on Wheels, and has served as President of the Greenville High School Booster club. He is a member of First Presbyterian Church of Greenville where he has participated in a number of outreach efforts as well as serving as a basketball coach for many years. Away from the office, Tim also enjoys fishing, racquetball, and traveling with family and friends.