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, 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 Associate
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 >
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 >