Donte Smith
,
Vice President, Financial Advisor
901 E Byrd St
Richmond, VA 23219
804.225.6804
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

The ability to positively impact lives has always been Donte's life goal. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER Professional he strives to serve his clients in an unbiased fashion providing both guidance and personal service. Donte Smith focuses on helping individuals and families across the country develop and implement financial strategies designed to grow, manage, preserve and properly transfer their wealth in supporting clients in reaching their ideal financial future. 

Donte received his undergraduate degree in Business Administration from Grand Valley State University in Grand Rapids, MI while leading his college basketball team to a NCAA DII National Tournament appearance.  After graduating Donte Smith worked for Steelcase, Inc., the world's largest office furniture manufacturer, for 10 years in many different roles.  He began his financial services career as a Financial Advisor in 2014. Donte has served Greater Richmond Region investors, as well as investors in several other states for over 8 years and he looks forward to helping them meet their financial goals for many years to come.

Through Donte's practice he focuses on building long term, personal relationships with clients and their families.  His process allows him to obtain an understanding his clients' goals and objectives, then analyze and develop strategies that are designed to help them achieve those goals over time. 

Outside of the office, Donte is active coaching youth sports, helping develop and mentor young athletes, volunteering as a minister at his local Church and serving on the Board of Directors for the Black History Museum of Virginia. Donte Smith currently reside in Glen Allen, VA with his two sons Te'ven and Aiden.

Donte looks forward to the opportunity to help you reach your ideal financial future.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Charlene F Harvey
Registered Senior Wealth Management Client Associate
757.220.5135
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael J Walthall
Wealth Management Banking Specialist
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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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Donte Smith is registered to do business in CA, CO, FL, GA, IA, IL, MA, MD, MI, NC, NJ, OH, PA, SC, TN, TX, VA, VT, WV.