Our Financial and Investment Advisors

Our financial and investment advisors bring you comprehensive wealth management services, complemented by a uniquely personalized client experience.

Financial Advisors

Gregory’s drive and commitment to detail has served him well as the founder of Smith Salley and current CEO. His dedication … more >

Scott got his start with Smith Salley as a summer intern while attending the Kenan-Flagler Business School at the … more >

Andrew is one of the firms lead financial advisors and a Certified Financial Planner®. He is actively involved in the … more >

Adam is a native of Worcester, MA and joined SS&A in July 2019 to found the firm’s Boston office. Adam … more >

Andy joined SS&A in April of 2018 as a Financial Advisor. He brings nearly 15 years of experience to … more >

Allen joined Smith, Salley & Associates in January of 2017 and works as an associate financial planner. Allen’s primary … more >

Bethany joined Smith Salley in September of 2019 as an Operations Specialist. With over two decades of experience in … more >

Andrew serves as the firm’s Chief Investment Officer and head of our investment committee. He is responsible for setting … more >

Blake joined Smith, Salley & Associates in March of 2014 with a focus on … more >

Prior working at SS&A, Brian was Chief Operating Officer and Senior Portfolio Manager for Jonathan … more >

Mackay discovered his passion for investing when he was assigned to work in the Pension department during his … more >

Jim comes to Smith, Salley & Associates with 50 years of experience in research and portfolio … more >

Murray joined Smith, Salley & Associates in of September of 2016 with over 30 years of experience in fixed … more >

George’s primary focus at the firm is on the execution of the fixed income strategies … more >