portrait of Spence Smith

About Spence

Life can throw curve balls, but no matter what your season of life is, there are fundamentals that never change.

Most people don't want money just to be wealthy. Money can help us to live, grow, and achieve our dreams.

Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.

These are just a few examples of...

Focus Areas

  • Sustainable investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • New Investors

Work History

  • Edward JonesDecember 2018 to Current

Education

  • Carson-Newman CollegeBachelor of Science

Personal Interests

  • Home Improvement
  • Outdoor Enthusiast
  • Sports Enthusiast
  • Traveling
  • Volunteering

Team Members

  • Kasey Wilder
    Branch Office Administrator
  • Lisa Moffitt
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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