Thomas Smith And Associates, Inc.

Thomas Smith is a CFA® charterholder with 13 years of industry experience and the principal of Thomas Smith And Associates, Inc. in Greenville, SC, where he has worked since 2003. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he acts as his own real estate agent when buying or selling his personal properties. Thomas Smith And Associates, Inc. provides discretionary investment advisory and portfolio management services to high-net-worth individuals and trusts. The firm manages fully diversified portfolios with a focus on tax and cost efficiency, operating with a small client base and emphasizing individualized portfolio construction and ongoing monitoring.

David Smith is a financial advisor with Thomas Smith and Associates, Inc. in Salisbury, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Thomas Smith and Associates since 2003. Outside of his advisory role, he is a partner in Second Creek Development, a family office managing private family investments. Thomas Smith and Associates provides discretionary investment advisory and portfolio management services primarily to high-net-worth individuals and trusts. The firm manages fully diversified portfolios with an emphasis on tax and cost efficiency, serving a small number of clients with tailored investment approaches.