Private Wealth Management

Bennett Smith

Financial Consultant

Direct: (704) 442-5003

Philosophy & Approach

Bennett focuses on the growth and preservation of his clients’ wealth. His carefully cultivated client relationships define how he develops a client’s wealth management plan, conducts analysis, and achieves the appropriate outcomes for individuals, families, and businesses. “We work with extraordinary people that have created extraordinary companies, and it’s our business to provide tailored financial solutions that address personal, family, and business goals,” says Bennett. “Our long-term mindset helps prepare them for today and tomorrow.”

Experience & Education

Bennett received a Bachelor of Science in Business Administration with a concentration in Finance from Elon University, where he played on the varsity golf team. Bennett began his career in wealth management at Wachovia Securities, Inc. before it became a part of Wells Fargo Advisors, Inc. Prior to joining Stephens in 2013, Bennett was a financial advisor at UBS Financial Services Inc. from 2008 to 2013.

Personal

Originally from Pittsburgh, Pennsylvania, Bennett, his wife, and their two boys now call Charlotte home. He spends much of his free time with his family as well as skiing and playing golf.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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