Smith Salley Wealth Management

William Donovan is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Smith Salley Wealth Management since 2015. Outside of his advisory role, he is a managing member of a real estate investment partnership. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach and integrates financial planning into its advisory services.

Hugo May is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with 16 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2009. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with an emphasis on individual equity and fixed-income selection, integrating financial planning into its advisory services.

Pasquale Errichiello is a CFP® with 15 years of industry experience and is currently with Smith Salley Wealth Management. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. He serves as a finance committee member for the Women’s Resource Center and is a commission member of the Greensboro Parks and Recreation Commission. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with integrated financial planning and maintains notable institutional relationships, including a Trust Representative Office agreement with National Advisors Trust Company.

George Wyatt is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Smith Salley Wealth Management since 2013. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets. The firm serves individuals, corporations, trusts, charitable organizations, and banking clients, offering comprehensive financial planning and portfolio management with a bottom-up, fundamental investment approach.

Andrew Clark is a CFP® professional with nine years of industry experience. He has worked at Smith Salley Wealth Management since 2018 and previously held roles at Stearns Financial Group and Valicenti Advisory Services. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets. The firm serves individuals, corporations, trusts, charitable organizations, and banking clients, providing holistic wealth management with a bottom-up investment approach focused on individual equity and fixed-income selection.

Edmund Batchelor is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Smith Salley Wealth Management since 2006. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach focused on individual equity and fixed-income selection, integrating financial planning into its advisory services.

Bradley Burk is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Smith Salley Wealth Management and previously worked at Modera Wealth Management, Parsec Financial Management, and First Citizens Bank & Trust Company. Prior to his financial advisory career, he worked in legal roles including at Campbell University School of Law and with an attorney. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach and integrates financial planning into its advisory services.

George Smith is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2003. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets and serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach combining financial planning and portfolio management, with a client base that includes a notable institutional element.

Robert Boulton is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Smith Salley Wealth Management, he held positions at First Citizens Bank and First Citizens Investor Services. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets. The firm serves individuals, corporations, trusts, charitable organizations, and banking clients, employing a bottom-up investment approach focused on individual equity and fixed-income selection, with integrated financial planning and discretionary portfolio management.

Jacob Collinsworth is a CFP® with three years of industry experience, currently serving as a financial advisor at Smith Salley Wealth Management. He previously worked at Personal Capital for eight years. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with integrated financial planning and discretionary portfolio management.

Shannon Burgett is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Smith Salley Wealth Management and has held previous roles at PNC Investments LLC, Linden Thomas Advisory Services, and Fidelity in various capacities from 2011 to 2023. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with integrated financial planning and includes a notable institutional client base.

James Guyler is a CFA® charterholder with 17 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2014. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets. The firm serves individuals, corporations, trusts, charitable organizations, and banking clients, employing a bottom-up, fundamental investment approach with integrated financial planning and portfolio management.

Benjamin Bailey is a CFP® professional with seven years of industry experience, currently serving at Smith Salley Wealth Management. His prior roles include positions at Integrated Tax Solutions, Fund Direct Advisors Inc., Beacon Pointe Advisors, DMJ Wealth Advisors, Edward Jones Investments, and Genworth Financial. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets and serves individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach focused on individual equity and fixed-income selection, integrating financial planning into its advisory services.

Erin Fowlkes is a financial advisor at Smith Salley Wealth Management with six years of industry experience. She holds the Series 65 designation and has worked at Smith Salley since 2022, following prior roles at Beacon Pointe Advisors and DMJ Wealth Advisors. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach focusing on individual equity and fixed-income selection and integrates financial planning into its advisory relationships.

Allen Ropp is a CFP® professional with eight years of industry experience, currently serving as an advisor at Smith Salley Wealth Management since 2017. Prior to joining Smith Salley, he worked at Keystone Asset Management for one year. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with integrated financial planning and discretionary portfolio management.