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

Sonia Holz-Smith

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.