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Christy Smith, CLTC®, CEP®
Presley Wealth Management
Christy founded Presley Wealth Management in 2015, dedicated to helping clients create holistic plans incorporating income, investment, medical, tax and legacy planning. The firm sets itself apart by focusing on education-based financial planning and building personal relationships. As a Christian, Christy's faith-based values inspire dedication and attention to her relationships with her team and clients.
Christy holds her life, health and annuity license and has passed the Series 65 securities exam. She is a Certified Estate Planner™ (CEP™) professional and has earned the Certified in Long-Term Care® (CLTC®) designation. Christy is a co-host with Matt Kennedy on Your Money Matters on local media outlets where she shares her experience and knowledge about planning for retirement.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
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