Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
Grand Valley State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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