William Donovan is a CFP® and Series 65 registered financial advisor with 11 years of experience, currently working at Smith Salley Wealth Management since 2015. He serves as part of a 17-advisor team based in Greensboro, NC. Outside of his advisory role, he is a managing member of Greenbrier Partnership II, LLC, a real estate investment venture. Smith Salley Wealth Management provides comprehensive wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis, employing a bottom-up fundamental investment approach with an emphasis on individual equity selection and fixed-income analysis.

Hugo May is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with 17 years of industry experience. He has worked with Smith, Salley & Associates, LLC since 2009. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis, employing a bottom-up, fundamental investment approach focused on equity selection, fixed-income analysis, and diversified portfolios using ETFs, REITs, and alternative funds.

Pasquale Errichiello is a CERTIFIED FINANCIAL PLANNER™ with 16 years of industry experience. He is currently with Smith Salley Wealth Management and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Errichiello serves as a finance committee member for the Women's Resource Center and is a commission member of the Greensboro Parks and Recreation Commission. Smith Salley Wealth Management is a team-based firm that provides comprehensive wealth management, financial planning, and portfolio management to individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis and emphasizes a bottom-up investment approach focusing on individual equity selection and fixed-income analysis.

George Wyatt is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, with 11 years of industry experience. He holds a Series 65 designation and has been with Smith, Salley & Associates since 2013. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion using a bottom-up, fundamental investment approach that incorporates equity selection, fixed-income analysis, and diversified strategies including ETFs, REITs, and alternative funds.

Andrew Clark is a CFP® professional with 10 years of industry experience. He has worked at Smith Salley Wealth Management since 2018 and previously spent two years at Stearns Financial Group. Smith Salley Wealth Management is a team-based advisory firm managing approximately $2.9 billion for individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up investment approach focused on individual equity selection, fixed-income analysis, and diversification, utilizing various strategies including ETFs, REITs, and alternative funds for qualified clients.

Edmund Batchelor Jr. is a CFP® with 19 years of industry experience and has been with Smith Salley Wealth Management since 2006. He is based in Greensboro, NC, and holds a Series 65 license. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis, employing a bottom-up investment approach focused on equity selection and fixed-income analysis, with diversified portfolios that include ETFs, REITs, and alternative funds.

Bradley Burk is a CFP® with five years of experience in the financial services industry. He currently works at Smith Salley Wealth Management and has prior experience at Modera Wealth Management, Parsec Financial Management, First Citizens Bank & Trust Company, and in legal roles at Campbell University School of Law and with an attorney. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up investment approach focusing on equity selection and fixed-income analysis while incorporating asset allocation, diversification, and alternative investment strategies.

George Smith Jr. is a financial advisor at Smith Salley Wealth Management with 23 years of industry experience. He holds a Series 65 designation and has worked at Smith Salley since 2003, following a one-year tenure at Franklin Street Advisors Inc. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis, employing a bottom-up, fundamental investment approach that includes individual equity selection, fixed-income analysis, and diversification across various asset classes.

Robert Boulton is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Smith Salley, he worked at First Citizens Bank and First Citizens Investor Services. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion primarily through a bottom-up, fundamental investment approach emphasizing equity selection, fixed-income analysis, and diversified portfolios.

Jacob Collinsworth is a CFP® and CFA® certificant with three years of industry experience, currently serving as an advisor at Smith Salley Wealth Management. He worked previously at Personal Capital for eight years before joining his current firm. Smith Salley Wealth Management is a team-based advisory firm managing approximately $2.9 billion for individual, high-net-worth, corporate, banking, trust, and charitable clients. The firm uses a bottom-up, fundamental investment approach emphasizing equity selection and fixed-income analysis, and employs diversified strategies including ETFs, REITs, alternative funds, and tax-advantaged techniques.

Eric Barnett is a CFP® professional with six years of industry experience. He has worked at Smith Salley Wealth Management since 2026 and previously held advisory roles at Aprio Advisory Group LLC and a position at Surry Chemicals Co Inc. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm applies a bottom-up, fundamental approach to investment management, emphasizing equity selection and fixed-income analysis, and manages portfolios on a discretionary basis.

James Guyler is a CFA® charterholder with 18 years of industry experience. He has worked at Smith Salley Wealth Management since 2014 and previously held roles at Wallington Asset Management, Bb&T Asset Management, Inc., and Dean Financial Services. He is based in Greensboro, NC. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion using a bottom-up, fundamental investment approach with an emphasis on equity selection and fixed-income analysis.

Benjamin Bailey is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding CFP® and Series 66 credentials with seven years of industry experience. His prior roles include positions at Integrated Tax Solutions, Fund Direct Advisors Inc., Beacon Pointe Advisors, DMJ Wealth Advisors, Edward Jones Investments, and Genworth Financial. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a fundamental, bottom-up investment approach focusing on equity selection and fixed-income analysis, managing approximately $2.9 billion across around 1,000 client relationships.

Erin Fowlkes is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with six years of industry experience. She has served at Smith Salley Wealth Management since 2022 and previously worked at Beacon Pointe Advisors and DMJ Wealth Advisors. Smith Salley Wealth Management is a team-based firm providing comprehensive wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis and employs a bottom-up, fundamental investment approach with an emphasis on individual equity selection and fixed-income analysis.

Allen Ropp is a CFP® certificant with eight years of experience in the financial advisory industry. He has worked at Smith Salley Wealth Management since 2017 and was previously with Keystone Asset Management. He is based in Greensboro, NC. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion using a bottom-up investment approach focused on equity selection and fixed-income analysis, employing diversification and a range of investment vehicles tailored to client needs.

Nadi Tadros is a CFA® charterholder and holds a Series 63 license, with five years of experience in the financial industry. He has worked at Smith Salley Wealth Management since 2021 and previously spent 11 years with CBC Pension Fund. Smith Salley Wealth Management is a team-based firm that provides wealth management, financial planning, and portfolio management to a diverse client base including individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion discretionary assets through a team of 17 advisors and employs a bottom-up, fundamental investment approach focused on equity selection and fixed-income analysis.

Anna Ham is a financial advisor with Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation and four years of industry experience. She has worked at Smith, Salley & Associates since 2021 and has prior experience with the Morehead-Cain Foundation and the University of North Carolina at Chapel Hill. Outside of finance, she teaches yoga at Radiance Yoga. Smith Salley Wealth Management is a team-based advisory firm managing approximately $2.9 billion across 1,000 client relationships. The firm serves individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations using a bottom-up investment approach focused on equity selection and fixed-income analysis.