Meet The Presley Wealth Management Team

At Presley Wealth Management, we’re not just advisors, we’re advocates. Our qualified professionals don’t just point you down a path to retirement, we walk alongside you to help you reach your full retirement stride.

Christy Smith, CLTC®, CEP Financial Advisor

When asked what inspired her to pursue a career helping people plan for the future, Christy Smith says it’s not a what but a who: her father. He retired from Exxon in 1998 after working for the company for 30 years, and in post-retirement, he lost 50% of his portfolio following bad financial advice. Watching her father’s experience made Christy determined to help others prevent the same from happening to them. Since then, she has helped hundreds of retirees and transitioning boomers prepare for financial independence.

Christy founded Presley Wealth Management in 2015, dedicated to helping clients create holistic plans incorporating income, investment, medical, tax and legacy planning. The firm sets itself apart by focusing on education-based financial planning and building personal relationships. As a Christian, Christy's faith-based values inspire dedication and attention to her relationships with her team and clients.

Christy holds her life, health and annuity license and has passed the Series 65 securities exam. She is a Certified Estate Planner (CEP) and has earned the Certification for Long-Term Care (CLTC®). Christy is a co-host with Matt Kennedy on Your Money Matters on local media outlets where she shares her experience and knowledge about planning for retirement.

Christy and her husband, Richard, have been married for more than two decades. The couple has three children, Alexis, Coleman, and Presley, as well as two grandchildren. In her spare time, Christy loves spending time with her family and working in her yard. She also regularly attends events to watch Presley compete in professional barrel-racing events.

The Certified Estate Planner (CEP) Designation is an educational credential that shows knowledge and proficiency in a particular subject matter. It is not a license granted or governed by state regulators, including attorneys, CPAs, securities, or insurance. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Presley Wealth Management is stated or implied. Your Money Matters with Presley Wealth Management on WJBO-AM and WBRP-FM is a paid placement.