Tom M. Smith CFS

Tom M. Smith CFS

President | Wealth Advisor

Tom began his career as a Financial Advisor with Morgan Stanley in 2001. He spent over a decade in management, recruiting and training Financial Advisors. He has been a featured speaker to financial representatives on how to build an advisor team. Tom now exclusively focuses his practice on working with clients in the areas of investment management, retirement income planning and estate planning strategies. Tom's passion is developing investment strategies to help his clients prepare for and enjoy the retirement they envision.

Tom has a bachelor's degree in Business Administration from Northwood University and earned the CFS® (Certified Funds Specialist) designation from the Institute of Business & Finance. He was also a co-host of "The Financial Hour", a live call-in radio show. He has previously been a guest on the Mandy Connell radio show on 840 WHAS as well as WHAS 11 TV.

A lifelong resident of Louisville, Tom is married to Tobi and has two children: a daughter Alexa and a son Cade. He is very active in the community and has been fortunate enough to have coached both children's basketball and baseball teams. Tom is currently a member of Southeast Christian Church. He enjoys weight lifting and hot yoga when he is not working or attending a sporting event. His mission is to continue to develop lasting relationships with his clients while continuing to positively impact lives in the community.