LeadIQ logo
Learn more at LeadIQ.com
Smith Salley Wealth Management logo

Smith Salley Wealth Management Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Smith Salley Wealth Management is a financial services firm that provides fee-based wealth management, comprehensive financial planning, investment management, and corporate trustee services. The organization operates as fiduciaries for its clients, offering independent guidance rather than selling products. Based in Greensboro, North Carolina, the firm focuses on delivering tailored financial advice to individuals and potentially corporate clients seeking holistic wealth management solutions. With a small-to-mid-sized team, the company positions itself within the wealth management segment by emphasizing fiduciary responsibility and objective counsel. A recent development notes recognition on the CNBC Financial Advisor 100 list, reflecting a broader industry acknowledgment of its advisory role.

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

Smith Salley Wealth Management Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

Smith Salley Wealth Management's Leadership

  • Stylized image of a person
    A. H.
    Financial Planner
    Mobile Phone
  • Stylized image of a person
    S. B.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    A. C.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    M. H.
    Fixed Income Analyst
    Mobile Phone

Smith Salley Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Business
  • Legal
  • Other

Contact profiles from Smith Salley Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. H.
    Financial Planner
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    S. B.
    Financial Advisor
    Mobile Phone
    Oct 24, 2025
  • Stylized image of a person
    A. C.
    Financial Advisor
    Mobile Phone
    Aug 04, 2026
  • Stylized image of a person
    M. H.
    Fixed Income Analyst
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Smith Salley Wealth Management known for?

Minus sign iconPlus sign iconSmith Salley Wealth Management was founded in 2003 operates in the Financial Services industry. Explore Smith Salley Wealth Management's company overview page for more information.

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

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

How many employees does Smith Salley Wealth Management have currently?

Minus sign iconPlus sign iconSmith Salley Wealth Management has approximately 19 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of July 2026, Smith Salley Wealth Management's key employees include:

  • Financial Planner: A. H.
  • Financial Advisor: S. B.
  • Financial Advisor: A. C.
  • Fixed Income Analyst: M. H.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.