Working toward your goals It starts with a strategic plan

Donis Noe Smith, CFP®, CDFA™

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)

Visit Pearson Patterson Smith Wealth Management

phone

910-509-2161







address

1985 Eastwood Road
Suite 110
Wilmington, NC 28403



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

Planning for the lifestyle you want

Planning for the lifestyle you want

Is your network secure?

Is your network secure?