Our Financial and Investment Advisors

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

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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, Certified Financial Planner®, joined Smith, Salley & Associates in 2015 and is serving as a financial advisor. As a … more >

Adam Wojtkowski, CFP^®

Financial Advisor

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

B.J. Szafran

Financial Advisor

B.J. is responsible for new client development in the Triad for Smith Salley & Associates. With his management and service … more >

Bethany Fields

Operations Specialist

Bethany joined Smith Salley in September of 2019 as an Operations Specialist. With over two decades of experience in … 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 Equity Strategy & Equity Research

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

Brian May

Chief Compliance Officer & Investment Committee Member

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

Jim Agnew, MBA

Portfolio Manager & Investment Committee Member

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