wealth management advisor in Brentwood SCOTTIE SMITH
289 Franklin Road
Brentwood, TN 37027
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It is my pleasure to serve the financial needs of people in Brentwood and South Nashville . My experience in the financial industry started in 2014 and I became a Wealth Management Advisor in 2022.
I want to make managing your finances as easy as possible for you. As your financial 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.
Outside of work, I volunteer with young men, serving as a mentor in the community. I previously served as board member of East Tennessee Make-A-Wish. In my free time, I enjoy spending time with family and friends. I love the outdoors and staying active. I enjoy hiking, kayaking and cooking.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.