Sonia Holz-Smith | Financial Advisor | Clarksville, TN | U.S. Bancorp Wealth Management

Sonia Holz-Smith

Wealth Management Advisor
U.S. Bancorp Investments
CFP professional®

931.905.6113

Primary Office
1816 Madison Street
Clarksville, TN 37043
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About Me

It is my pleasure to serve the financial needs of people in the Clarksville area. I started in the financial industry in 2001 as a Wealth Management Advisor. I hold a Bachelor of Science degree and a Master of Science degree from Austin Peay State University in Clarksville, Tennessee.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

I am an active member of my church, as well as a member of Moore Magnet PTO. Outside of work,  I enjoy spending time with my family and traveling.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.