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Business Experience

Kyle started his career in the brokerage industry in 1996 and joined BB&T Scott & Stringfellow in 1997. Prior to BB&T Scott & Stringfellow, Kyle worked in Baltimore, MD with Legg Mason and in Durham, NC with Merrill Lynch.

Investment Philosophy

Kyle believes in buying quality stocks at reasonable prices and holding them for the long-term. What is a reasonable price? It depends on the fundamentals of a company and how consistent their management has been in carrying out a viable corporate strategy.

While no one can predict a stock’s performance, Kyle believes the margin for error when selecting stocks has become razor thin in recent years. He believes the stock market has very little tolerance for companies that disappoint investors by failing to meet earnings forecasts or by stumbling in their strategic positioning.

If investors remember this axiom then they will be ahead of the game: "Buying a good company at a bad price is just as perilous as buying a bad company at a good price."


University of North Carolina at Chapel Hill - Kenan-Flagler Business School, Bachelor of Science in Business Administration.

Kyle has passed a rigorous two-year program and final exam to become a CERTIFIED FINANCIAL PLANNER ™professional. CFP® Practitioners agree to abide by the CFP® Board's Code of Ethics, Practice Standards and continuing education requirements.


Series 7
Series 63
Series 65
Life Insurance
Long Term Care

Professional Designations

Certified Financial Planner, CFP®

Specialty / Area of Expertise

Kyle enjoys helping clients plan for where their income may come from in retirement.

Community Service

Kyle is a Past President of the Cary-Kildaire Rotary Club and a member of the Paul Harris Society for District 7710. From 2008-2010, he and his father served as co-chairmen of the District's Polio Challenge to raise monies to eradicate polio worldwide.

Kyle is a member of the Heart of Cary Association, a group of downtown Cary businesspeople and residents seeking to improve the quality of Cary's downtown.

He is also a member of the First United Methodist Church of Cary. In the past he has served on the church's Long Range Planning Committee and has been a United Methodist Youth Counselor. He currently assists the church by helping members who want to gift stock as part of their pledge.

In 2004, Kyle was a member of the First United Methodist Church of Cary's Bosnian Mission Team which visited war torn Bosnia and worked with children at a joint Muslim-Catholic youth center. In 2006 he joined a group of North American Rotarians on another mission trip to immunize children in Ghana, West Africa from polio.


Kyle and his wife, Jenn, are proud parents to two wonderful children, a daughter named Caroline and a son named Brooks.  In his spare time he enjoys reading, working on computers and studying the stock market's history.

Client Service Associate

Ashley Reid is Kyle's Client Service Associate. She is an excellent resource for clients and serves an active role as part of our team.

Kyle Smith

Managing Director
Financial Advisor


Raleigh, NC

3605 Glenwood Ave., STE 400
Raleigh, NC 27612
P: (919) 571-1893

Publications of Interest