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
Visit Decision Point Wealth Consulting

phone

910-509-2161



Connect with me on LinkedIn


address

1985 Eastwood Road
Suite 110
Wilmington, NC 28403



Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.



Insights

Planning for the lifestyle you want

Planning for the lifestyle you want

Planning for the future

Keeping the aging brain young