1605 Martha Berry Boulevard NW
Rome, GA 30165
Toll Free: 855-292-6255
My Community Activities
- Rotary Club of Rome, Member
- Peter’s Episcopal Church, Member
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
A veteran of the financial services industry since 1986, I am passionate about providing my clients with personalized, comprehensive financial advice and portfolio management based on their specific goals and objectives. Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in our Rome, GA, office. Joining Jimmy Smith, AAMS®, and Scott Wood, CFP®, financial advisors at Benjamin F. Edwards & Co, we formed Hunter, Smith & Wood Wealth Management where our clients know that we’re fully invested in their financial future.
Outside of work, I like to spend time with my wife, Patty; and our two adult children, Dailey and Patrick. I also enjoy working out and Georgia Tech football. In addition, I enjoy experimenting in my garden with new projects and sharing with those interested in growing their own food in small spaces.
Areas of Concentration
- Financial Planning
- Investment Strategies
- Portfolio Management
- Retirement Planning
- Wealth Management
Education and Credentials
- Georgia Institute of Technology, Bachelor of Science Degree in Industrial Management
- CERTIFIED FINANCIAL PLANNERTM (CFP®), 2006
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.