Broker Check
Matthew  Smith

Matthew Smith

Senior Financial Advisor | Financial Planning Lead

 

With over 16 years of financial services experience, I help my clients plan ahead for their short-term needs and long-term goals. My main areas of focus are financial planning and allocating investment strategies.

I began my financial services career in 2006 with Wachovia and continued through their merger with Wells Fargo until 2018. In 2018 I became a Financial Advisor with Benjamin F. Edwards & Co. and worked there for almost 5 years before joining The Lakenorth Investment Group.

When I’m not helping clients protect and grow their assets, I love to go on adventures with my wife and our 3 children. Having memorable and fun experiences with my family has always been a priority of mine. I am also passionate about our community. I currently serve as a volunteer soccer coach and on the Seneca YMCA board. If you are in the area, you may catch me on the golf course or at a Clemson football game – go Tigers!

Education and Credentials:

Faulkner University – Bachelor’s of Science in Business Information Systems