Owner and Principal of Southeastern Wealth Management, LLC
Bryan Smith is the founding owner and principal of Southeastern Wealth Management, LLC, an independent full service wealth management firm. For 33 years, Bryan has provided comprehensive financial planning services to high net worth individuals, professionals and business owners. Bryan utilizes a multidisciplinary team approach to address the complex retirement and estate planning needs of his clients. Bryan is a frequent lecturer at both local and national forums.
After serving in the United States Marine Corps, Bryan graduated from the University of North Carolina at Wilmington in 1989. Earning a bachelor’s degree in Business Administration in just three years. Upon graduation, Bryan joined a large financial services company where he excelled for more than 20 years.
Bryan is a CERTIFIED FINANCIAL PLANNERTM professional, Chartered Life Underwriter, Chartered Financial Consultant and Certified in Long Term Care. In 2004 Bryan graduated from Campbell University’s Norman Adrian Wiggins School of Law and went on to pass the North Carolina Bar exam.
Bryan maintains memberships in the; American Bar Association, North Carolina State Bar Association, Wake County Bar Association, Tenth District Judicial Bar, National Association of Insurance and Financial Advisors, American Society of Financial Service Professionals, International Association of Financial Planners, Institute of Certified Financial Planners, Financial Planning Association, Wake County Estate Planning Council and the North Carolina Real Property, Elder Law, Estate Planning and Fiduciary, Tax and Sports and Entertainment Law Sections.
Bryan is a Life and Qualifying member of the Million Dollar Round Table, and a member of the Million Dollar Round Table’s prestigious Court of the Table. Bryan is a licensed Attorney not practicing in the state of North Carolina as well as a licensed Life, Accident and Health Agent in multiple states. Bryan holds Series 7 General Securities Registered Representative, Series 63 Uniform Securities Agent, Series 65 Registered Investment Advisor and Series 24 General Securities Principal registrations through LPL Financial.
Bryan’s passion is wealth management for high net worth individuals, drawing on his 33+ years of experience in the financial markets, tax, retirement, insurance and estate planning.
Bryan lives in Garner, North Carolina with his wife, Misty. The family enjoys boating, fishing, flying, scuba diving and travelling.