Skip to content
Jay B. Smith
Menu
Home
About Us
About Us
Jay B Smith,
Janice Bassett
Danielle Perna
Our Investment Philosophy
About Raymond James
Who We Serve
Who We Serve
Business Owners
Corporate Executives
Families & Individuals
Retirees
Pre-Retirees
How We Serve
How We Serve
Our Process
Estate, Charitable Giving & Trust
Financial Planning
Investment Management
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Client Access Videos
WorthWhile
Contact Us
Contact Us
Refer Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Jay B. Smith
250 South New Hope, Suite 202
Gastonia, NC 28054
O: 980.203.3810
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Estate & Giving
Family & Lifestyle
Financial Planning
Topic
Education
Estate Planning
Media
Article
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Read
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Read
Estate & Giving
Load more
Load more