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Douglas E. Smith, PPC®

Financial Consultant

Senior Vice President

Charlotte, NC

Douglas E. Smith, PPC®

Doug Smith joined the Investment Services group as a financial consultant in 2008. With over 20 years of experience as an investment consultant, he provides strategy guidance to clients ensuring an integrated approach to their overall financial goals. Mr. Smith is a graduate of Virginia Polytechnic Institute and is a native of Virginia. He has his FINRA Series 7 and 66 securities registrations held with LPL Financial as well as his North Carolina life and health and long-term care insurance licenses. He has lived in the Charlotte area for 20 years.
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  • FINRA Series 7 and 66 securities registrations held with LPL Financial
  • North Carolina life and health and long-term care insurance license
  • Professional Plan Consultant®


  • Virginia Polytechnic Institute
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