As President of G.L. Smith & Associates, Gregg Smith is responsible for the company’s strategic planning, selection of investment products and managers, investment methods, and asset allocation. Mr. Smith was born and raised in Anniston, Alabama. He attended Jacksonville State University, Georgia Institute of Technology, and his post graduate study in merger and acquisition was at New York University. Away from the office he is often in his garage restoring classic cars, involved with a wood-working project, or hunting. You can email Gregg at: [email protected]
As a Vice President, David Hyman works with Corporate Development and he manages client accounts and services. Mr. Hyman is also involved with the management of 401(k) accounts for which GLSA is the advisor. He often partners with Alex and Gregg. He attended Auburn University as a scholarship athlete and was a member of the golf team. He majored in finance and graduated with a B.S. in Business Administration. He currently lives in Athens with his wife, Betsy, and daughter, Sassy. In his spare time, David can be found on the golf course, horseback riding, or tending to his garden. You can reach David at: [email protected]
Alex Smith is Vice President, and, he is a General Securities Principal, Financial Operations Principal, CERTIFIED FINANCIAL PLANNER™ professional, and Compliance Assistant for the 401(k) plans managed by G.L. Smith & Associates. Alex was born and raised in Huntsville. He was a scholarship scholar at Hampden-Sydney College and graduated magna cum laude with a double major in applied and theoretical mathematics. Alex and his wife, Anna, live in Huntsville and have a variety of unique pets. He is an avid reader and enjoys spending time in the wood shop, skeet shooting and upland hunting. You can reach Alex at: [email protected]
Sharon Clowdus is the Office Manager. Her responsibilities include maintaining the financial recordkeeping and reporting, administration of computer operations, supervising support staff and providing assistance to the financial advisors. If that is not enough, Sharon is exceptional with any task not covered by others. Sharon also holds FINRA series 6 & 63 licenses. You can contact Sharon at: [email protected]
As Director of Client Relations, Dana Shields interacts with clients and assists them with any service related needs. She always looks forward to hearing from them. Our clients often express their pleasure in working with Dana in handling operational issues on their accounts. Dana holds FINRA series 6 & 63 licenses. Dana can be reached at: [email protected]
Beth Lydic is our Director of Accounting and is responsible for all personalized client reports and fee billing. She maintains our client database which contains our portfolio management system. Beth also provides support to our financial advisor and holds FINRA series 6 & 63 licenses. Beth can be reached at: [email protected]
Tracy Robinson is our exceptional receptionist and hostess; at least that is what clients tell us. She assists the advisors in processing new business, creating client portfolio recommendations, and providing support in the everyday functioning of the firm. Tracy holds FINRA series 6 & 63 licenses. You can reach Tracy at: trobinson[email protected]
Melissa Goldman is our Executive Assistant and provides top-level assistance in all areas of day to day activities. She organizes and coordinates activities for the office and client services. You can reach Melissa at: [email protected]