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 Smith, Jr., MBA
CEO/President
Gregory’s drive and commitment to detail has served him well as the founder of Smith Salley and current CEO. His dedication … more >
Scott Batchelor, Jr., CFP®
Financial Advisor
Scott got his start with Smith Salley as a summer intern while attending the Kenan-Flagler Business School at the … more >
Andrew Donovan, CFP®, MBA
Financial Advisor
Andrew is one of the firms lead financial advisors and a Certified Financial … more >
Pasquale Errichiello, MBA
Financial Advisor
Pasquale joined Smith, Salley & Associates in February of 2021 as a Financial Advisor. Prior to joining he was a … more >
Andy Clark, CFP®
Financial Advisor
Andy joined SS&A in April of 2018 as a Financial Advisor. He brings nearly 15 years of experience to … more >
Allen Ropp, CFP®
Associate Financial Advisor
Allen joined Smith, Salley & Associates in January of 2017 and works as an associate financial planner. Allen’s primary … more >
Bethany Fields
Senior Operations Specialist
Bethany joined Smith Salley in September of 2019 as an Operations Specialist. With over two decades of experience in … more >
Anna Haldeman
Operations Specialist
Anna joined Smith Salley as an Operations Specialist in 2021. She is … more >
Cameron Laws
Operations Specialist
Cameron joined Smith Salley in January of 2022 as an Operations Specialist. … more >
Investment Management Team
Andrew Davis, CFA
Chief Investment Officer
Andrew serves as the firm’s Chief Investment Officer and head of our investment committee. He is responsible for setting … more >
Blake Guyler, CFA
Director of Core & Growth Strategy, Equity Research
Blake joined Smith, Salley & Associates in … more >
Mackay Salley, CFA
Chairman, Investment Committee Member
Mackay discovered his passion for investing when he was assigned to work in the Pension department during his … more >
Nadi Tadros, CFA
Equity Analyst, Portfolio Manager
Nadi joined Smith, Salley & Associates in 2021 focusing … more >
Jim Agnew, MBA
Emeritus Investment Committee Member
Jim comes to Smith, Salley & Associates with 50 years of … more >
Murray Hewell
Fixed Income Analyst
Murray joined Smith, Salley & Associates in of September of 2016 with over 30 years of experience in fixed … more >
George Wyatt
Fixed Income Analyst & Client Service Specialist
George’s primary focus at the firm is on the execution of the fixed income strategies … more >