Smith & Wood Wealth Management
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and creating an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans to the future. Are you caring for a family? What are your plans for retirement? Do your investments reflect your values?
As we discuss your answers, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Born and raised in Northwest Georgia, I started my financial services career in in 2002. Prior to that my professional focus was in business development through sales and marketing.
Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in our Rome, GA, office. In 2021, with the retirement of Bruce Hunter, our long-time partner, Scott Wood and I have continued our partnership under the name Smith & Wood Wealth Management. Along with our associates Lila Touchstone and Marsha Maybe, we look forward to serving our current and future clients in the years to come.
Outside of work, I like to spend time with my wife, Hollye; and our two young daughters, Mary Burke and Harper. I also enjoy barbequing, riding bikes, working out and traveling. In addition, I’m a huge University of Georgia fan.
Areas of Concentration
- Asset Allocation
- Advisory Portfolios
- Education Planning
- Financial Planning
- Retirement Planning
- Wealth Management
Education and Credentials
- University of Georgia, Bachelor of Science in Business Administration Degree in Finance
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM (AAMS®), 2003
My Community Activities
- Boys and Girls Clubs of Northwest Georgia, Board Member
- South Rome Redevelopment Agency, Board of Directors
- Peter’s Episcopal Church, Member and Senior Warden
- YMCA of Rome and Floyd County, Board of Directors