Broker Check

4350 Congress Street, Suite 400, Charlotte, NC 28209

704-571-7350
hbsmith@rwbaird.com
Client Login

The Smith Group


Meet our Wealth Management Team

Learn more

In the Markets Now: What I'm Thankful For

There’s a lot to be thankful for in the markets.
Learn More

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Learn more

Our Values

We want to help you benefit from your hard work. At The Smith Group, we make sure trust and integrity flow through all aspects of our practice.

Smith Group Team

H.B. Smith

H.B. Smith, MBA, CIMA®

Managing Director, Financial Advisor

704-571-7373

704-571-7355

Daniel Bryant

Daniel Bryant, AAMS®

Financial Advisor Associate

704-571-7372

704-571-7355

Anthony Moffa

Anthony Moffa, CFP®

Financial Advisor

704-571-7395

704-571-7355

Sam Hunt

Sam Hunt

Client Specialist

7045717378

Lori Hahm

Lori Hahm

Senior Client Specialist

704-571-7361

704-571-7355

Our Practice

Our Practice

Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. 

Our Awards

Our Awards

The Smith Group has been recognized as a premier wealth management team for many years.

Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

Let's Get In Touch

Thank you!
Oops!