Troy Smith

Troy has been working with individuals and families around the country for many years and has extensive professional experience helping both new and seasoned investors. He works closely with clients to assist them in assessing their individual financial goals and encourages their active participation in the management of their finances. Troy is dedicated to developing lasting relationships with all of his clients through a combination of trust and open communication.

Prior to establishing an independent investment practice with Momentum Independent Network, Troy was a Financial Consultant with Charles Schwab and a Retirement Investment Specialist with Fidelity Investments. The desire to establish deeper, more long-term relationships with clients led him to Momentum Independent Network (previously known as SWS Financial Services), where he advises clients on financial and retirement planning strategies.

Originally from Salado, Troy and his wife, Lauren, are natives of central Texas with deep family roots in the area. Both remain active in the local community where Troy is a board member of the Salado Chamber of Commerce and a board member of  the Salado Education Foundation

Troy is a Registered Representative, an Investment Adviser Representative, and is registered as an Agent in several states around the country. He holds his Series 7, 63, 65, Group 1 life and health insurance licenses. He is a member of the Financial Planning Association and graduated from the University of North Texas in Denton with a B.A. in Economics. When he isn’t in the office, you can find him enjoying time with his family, cycling or  playing golf.