Thomas M. Smythe, CLU®

Thomas M. Smythe, CLU®

Financial Planner

A native of Charleston, SC, Thomas began his Financial Planning career in 2013.  He graduated from The University of the South (Sewanee) with a Bachelor of Arts in History in 2004, where he played on the Men’s Soccer Team and was a member of the Phi Delta Theta Fraternity.   


Thomas specializes in fee-based financial and estate planning, working with clients ranging from Young Professionals to High Net Worth individuals and Business Owners.  Thomas enjoys all aspects of the client experience; from the initial meeting establishing the adviser-client relationship, to the implementation of strategies designed to custom fit each client’s unique situation. Thomas is currently working towards the Chartered Life Underwriter designation (CLU)


Thomas is an active Board Member with the Association for the Blind and Visually Impaired, a committee member for the Charleston Chapter of the South Carolina Waterfowl Association, and a member of Second Presbyterian Church in Charleston.


He and his wife Kalyn live in Mt. Pleasant with their son Buist, and two dogs.

Phone 843-856-5533
Fax 843-216-3352
Mobile Phone 843-330-1242