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Jimmy_SmithJimmy Smith, AAMS®
Vice President – Investments

Phone NumberEmailLocation

bfe_logo_advisor

1605 Martha Berry Boulevard NW
Rome, GA 30165
MAP

Phone: 706-292-3600
Toll Free: 855-292-6255
Jimmy.Smith@nullbenjaminfedwards.com

My Community Activities

  • Boys and Girls Clubs of Northwest Georgia, Board Member
  • South Rome Redevelopment Agency, Board of Directors
  • Peter’s Episcopal Church, Member and Senior Warden
  • YMCA of Rome and Floyd County, Board of Directors

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and creating 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 to the future. Are you caring for a family? What are your plans for retirement? Do your investments reflect your values?

As we discuss your answers, 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.

My Background

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 Bruce Hunter, CFP®, 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.

Born and raised in Northwest Georgia, I started my financial services career in in 2002. Prior to that my professional focus was in business development through sales and marketing.

Outside of work, I like to spend time with my wife, Hollye; and our two young daughters, Mary Burke and Harper. I also enjoy barbequing, riding bikes, working out and traveling. In addition, I’m a huge University of Georgia fan.

Areas of Concentration

  • Asset Allocation
  • Advisory Portfolios
  • Education Planning
  • Financial Planning
  • Retirement Planning
  • Wealth Management

Education and Credentials

  • University of Georgia, Bachelor of Science in Business Administration Degree in Finance
  • ACCREDITED ASSET MANAGEMENT SPECIALISTSM (AAMS®), 2003

What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.