About
Having helped clients for over a decade, Brad Smith has earned a reputation in the industry for being honest, highly ethical and delivering consistently good performance. Partnering with clients that represent a variety of backgrounds, life stages, and viewpoints, Brad tailors investment plans for the individual. This ability to understand a client’s needs and provide the guidance that works best for his or her unique circumstances makes Brad the success he is today. Nearly all of his clients have come to him through personal recommendations.

Holly is the office manager and oversees the client experience.  She has been committed to the financial services industry for over 11 years.  Her areas of expertise include:  client services, marketing, event planning, and public relations.

Lyle is our Life Insurance Specialist.  This is a new position at Brad Smith Investment Group.  His responsibility is to research and analyze existing life insurance contracts to ensure they are financially sound and perform properly.  Lyle moved from Brevard, NC to Greensboro in 2008 with his wife, Jasmyn. He is a gifted musician and serves as Worship Arts Pastor for Vintage Church in Randleman, NC.



Come experience for yourself why so many people choose the Brad Smith Investment Group.


Brad


Lyle


Securities and Investment Advisory Offered Through Woodbury Financial Services. Member FINRASIPC and Registered Investment Advisor.  Brad Smith Investment Group and Woodbury Financial Services Inc. are not affiliated entities. 

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