Smith Partners Wealth Management Employee Directory

Q: What is Smith Partners Wealth Management known for?

Smith Partners Wealth Management was founded in 1988. Smith Partners Wealth Management operates in the Investment Management industry.

Investment ManagementNorth Carolina, United States2-10 Employees

*Established 36 years ago, Smith Partners Wealth Management is an experienced investment firm dedicated to delivering comprehensive financial planning, research, and fee-only fiduciary investment management. We also provide CFO services tailored for high-net-worth individuals, businesses, and foundations. We aim to build, protect, and manage our clients' wealth through every stage of their lives.*

DISCLOSURE: 

The materials and articles available on this website reflect the opinions of their respective authors. While we strive to conduct thorough due diligence regarding the information presented, Smith Partners Wealth Management cannot guarantee its accuracy or completeness. This content may change and could become materially inaccurate without prior notice.
For further information about Smith Partners Wealth Management, we invite you to visit the SEC website at [SEC Firm Summary](https://adviserinfo.sec.gov/firm/summary/112231). Should you require a copy of the firm’s ADV Part 2 Brochure, Form CRS, or Privacy Notice, please feel free to contact Anne Flegal Smith at 336-272-9488. We encourage you to consult with your professional advisor regarding your specific situation.

Find Smith Partners Wealth Management employees' phone numbers or email addresses

Smith Partners Wealth Management Global Highlights

North America
6

United States Of America
6

Smith Partners Wealth Management's Leadership

A. F. S.
Partner, Chief Compliance Officer, Chief Financial Officer
Mobile Phone
Email
J. J.
Associate Financial Planner And Operations Specialist
Mobile Phone
Email
J. S.
Financial Planner, Cfa®, Cfp®
Mobile Phone
Email
S. B.
Financial Planner
Mobile Phone
Email

Contact profiles from Smith Partners Wealth Management

Name

Title

Contact Info

Location

Last Update

A. F. S.
Partner, Chief Compliance Officer, Chief Financial Officer
Mobile Phone
Email
United StatesNorth Carolina
Nov 16, 2025
J. J.
Associate Financial Planner And Operations Specialist
Mobile Phone
Email
United StatesTexas
Oct 19, 2025
J. S.
Financial Planner, Cfa®, Cfp®
Mobile Phone
Email
United StatesNorth Carolina
Nov 20, 2025
S. B.
Financial Planner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Smith Partners Wealth Management known for?

Smith Partners Wealth Management was founded in 1988 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-336-272-****

. Explore Smith Partners Wealth Management's company overview page for more information.

What is Smith Partners Wealth Management's most common email format?

Smith Partners Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Smith Partners Wealth Management email formats with LeadIQ.

How many employees does Smith Partners Wealth Management have currently?

Smith Partners Wealth Management has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Smith Partners Wealth Management's key employees and leadership?

As of December 2025, Smith Partners Wealth Management's key employees include:

Partner, Chief Compliance Officer, Chief Financial Officer: A. F. S.
Associate Financial Planner And Operations Specialist: J. J.
Financial Planner, Cfa®, Cfp®: J. S.
Financial Planner: S. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking