TrinityPoint Wealth
W Michael (Mike) Smiley serves as the Managing Partner at TrinityPoint Wealth since September 2019. Previously, Mike was the President of Penland Legacy Advisors, a fee-only financial planning and investment advisory firm in Charlotte, NC, from August 1999 to October 2019. Mike has also held significant leadership roles, including Board Chair at Well of Mercy from October 2013 to June 2019, and President of the Board of Directors at Susan G. Komen - Charlotte Affiliate from April 2007 to March 2014, focusing on breast cancer advocacy. Early career experience includes serving as a Registered Principal at FSC Securities from May 1991 to July 1999. Mike earned a B.S. in Business Administration with a concentration in Financial Management from Winthrop University between 1990 and 1992 and pursued further education at Duke University from 2011 to 2013 and at Haslam College of Business at the University of Tennessee from 1988 to 1990.
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TrinityPoint Wealth
TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, their firm has been a premier investment firm in Connecticut and beyond. Their dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.