W. Robert Smith, AAMS®
Case Design Specialist
- Telephone
- (615) 468 - 8048 ext. 7014
- rsmith@legacytreefoundation.org
Robert Smith comes to Legacy Tree with twenty plus years in the financial services industry as a Financial Advisor before selling his practice and entering the charitable planning industry.
Robert held Series 7 and Series 66 license as a First Vice President of Investments and Registered Investment Advisor with several respected regional investment firms.
He was consistently recognized as a top producer within these firms and received numerous awards and leadership counsel recognitions. Robert still maintains his Accredited Asset Management Specialist designation (AAMS®) through the College of Financial Planning.
He and his wife Lisa reside in Williamson County, TN while enjoying their two grown children along with a beautiful granddaughter.
""I enjoy being a part of this talented organization that is dedicated to helping those in need.""