Anne Smethurst

 

Anne Smethurst

Administrative Support

Favorite quote: “To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.” Douglas Adams

  • Over 30 years of experience in the financial services industry
  • Over 25 years of administrative, client services and project management experience
  • Notary Public for State of North Carolina
  • B.A. Bachelor of Arts, Art History, University of North Carolina at Chapel Hill

Anne joined TriCapital Wealth MangementManagement, Inc. in May 2015 in the role of Administrative Support. Prior to joining TriCapital she began her career in financial services at First Union National Bank in 1981 in the Foreign Exchange team in Funds Management Operations. In 1989 Anne joined NCNB as the manager of Investment Operations and continued in various operational management positions throughout her banking career. She retired from Bank of America in 2008, and later returned in 2010 as a project manager for Global Investment Operations and for Global Financial Crimes.

Anne enjoys working with the firm’s clients and being the first smiling face they see when they come into the office. She prides herself on her work ethic and ability to provide clients with the information they need in a timely manner.

Anne is married to John Smethurst, owner of SCRE, LLC, a Charlotte commercial real estate firm. Together they have three adult children and two grandchildren. Anne enjoys gardening, photography, and travel in her spare time.

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Contact

  • Phone:
    704.571.8778
  • E-Mail:

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Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

TRICAPITAL® is a Registered Trademark in the United States of America.