Smith Wealth Management Group

Merrill Lynch Wealth Management

2550 Ravenhill Drive
Suite 201
Fayetteville, NC 28303
(877) 392-2049
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"Good information is valuable, but good advice can be priceless" It is our firm belief that the most successful financial strategies begin with a close personal relationship between clients and their advisors.  Our first priority is to get to know you, your family, and the things that are important to you.  We know that the most significant thing in your life is not your portfolio, but a carefully structured and executed wealth management plan can help accomplish those things that are meaningful to you.
Smith Wealth Management Group
Merrill Lynch Wealth Management
Welcome

The Smith Wealth Management Group was begun over 30 years ago by R.T. Smith following his retirement from the U.S. Army. He believed that a capable, dependable, and principled team of financial advisors can make a positive difference in the lives of clients for generations. Strategic focus, attention to detail, and a desire to help people are the guiding principles that R.T. put in place that continue to be the foundation of what we do. Our team oversees and coordinates the affairs of a select group of families, business owners, and professionals across the country. Whatever your personal goals may be, we will work closely with you to help you connect your finances to what is most important in your life.

Recognition
Worth Smith
First Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2023
Smith Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.

Meet Our Team
Steven Smith
Senior Vice President, Senior Financial Advisor
800.937.0847
Worth Smith,

CFP®, CLU®, CPFA™

First Vice President, Wealth Management Advisor
877.392.2049
Cynthia Lucas Celeste
Officer, Registered Senior Wealth Management Client Associate
910.486.0438
Susan J Groveunder
Officer, Wealth Management Client Associate
910.486.0420
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.