Amy Smith is a Registered Representative with HD Vest Investment Services and an Advisory Representative with HD Vest Advisory Services serving clients in several states. In addition, Amy is licensed to meet your Life Insurance needs in various states. She is also an Enrolled Agent with the IRS. With over 17 years of experience, Amy brings a unique blend of expertise, dedication and compassion in assisting her clients to determine and plan a path to financial success.
Amy’s three fold mission is to empower you with knowledge, inspire you to dream and motivate you to succeed. The mission motivates her to stay on the cutting edge of the current financial climate by meeting with area wholesalers and attending many of the educational conferences and seminars offered through her affiliation with HD Vest. This dedication to excellence has allowed her to grow Amy L. Smith Financial Services into one of the area’s premier independently owned financial services companies. Recognized as a Pacesetter by HD Vest Investment Services, she was honored to receive an Outstanding Advisor Award at the 2012 Pacesetter Assembly in Denver, CO.
Married to her husband Sterling, for over 29 years, they are proud parents of three beautiful daughters and the extra proud grandparents of their precious granddaughter, Sofia. During their free time they enjoy camping with friends, Senators hockey, wine country and the beaches of the Outer Banks.