Principals
Frank W. Smith, III, MBA, CFA
Managing Director
Frank joined Smith Shellnut Wilson in 2005. He oversees the investment management of financial institutional portfolios, specializing in balance sheet management, fixed income analysis, strategy, and trading. His role involves crafting tailored investment plans and recommendations that align with clients’ needs. Additionally, Frank leads the …
Learn moreWilliam P. (Will) Johnson, Jr
Managing Director
Will joined Smith Shellnut Wilson in 1995. He works in the Investment Division in both fixed income and equities and serves on the Investment Committee. Furthermore, Will leads the firm’s high net worth and financial planning space. With more than thirty years’ experience in investment management, Will utilizes his industry insight and portfolio …
Learn moreFrank W. Smith, MBA
Chairman
Frank is the founder of Smith Shellnut Wilson, and he serves as the company’s Chairman.Prior to the establishment of SSW, Frank was Senior Executive Vice President with Sunburst Bank, handling the bank’s broker dealer subsidiary, mortgage company, trust department, finance company, and cash management division. He also managed the bank’s $600 …
Learn moreKey Personnel
Cameron Greer
Portfolio Analyst, Wealth Solutions
Cameron joined Smith Shellnut Wilson in July 2024 and currently serves as a portfolio analyst. His primary roles include municipal and corporate credit analysis, equity research, and portfolio analytics. Prior to joining SSW, Cameron worked as a Graduate Assistant at Mississippi College in the business school.Cameron received a BS in Business …
Learn morePrice Yates
Portfolio Analyst, Wealth Solutions
Price joined Smith Shellnut Wilson in March 2022 and currently serves as a portfolio analyst. His primary roles include supporting relationship managers in evaluating and analyzing fixed income securities, producing break-even analysis, producing ALCO presentations, and providing quarterly reports. Prior to joining SSW, Price worked as a Portfolio …
Learn moreAlejandra Anguiano
Portfolio Analyst, Wealth Solutions
Alejandra joined Smith Shellnut Wilson in January 2022 and currently serves as a portfolio analyst. Her primary roles include supporting relationship managers in evaluating and analyzing fixed income securities and providing trade documentation and OTTI Analysis to clients. Prior to joining SSW, Alejandra worked as an administrative assistant for a …
Learn moreKevin P. Fitzsimmons, MBA
Financial Institutions Relationship Manager
Kevin joined Smith Shellnut Wilson in January 2024. Based in New Jersey, his primary role is serving as a relationship manager for the firm’s Financial Institutions practice. Kevin has 25 years of experience as a sell-side equity analyst, covering several regional/community bank stocks. During this time, Kevin was a Managing Director at investment …
Learn moreChad McKeithen
Director of Depository Strategy
Chad joined Smith Shellnut Wilson in February 2022. He serves as investment manager to the firm’s institutional depository clients, and his role includes fixed income research, portfolio strategy, and trading. Chad works directly with SSW clients to help them achieve performance and revenue goals while also managing within their capital liquidity, …
Learn moreJ. Russell Guess, MBA
Vice President
Russ joined Smith Shellnut Wilson in July 2021. His primary role is in sales and relationship management for the firm’s Financial Institutions practice. A native Mississippian and banking veteran, his career includes Regions Bank: C&I Credit Underwriter and Commercial Lender; BancorpSouth: Commercial Underwriter and Commercial Lender; Federal …
Learn moreD. Dodd Williams, CFA
Director
Dodd joined Smith Shellnut Wilson in 2019. Prior to joining the team, he spent 21 years working for investment banks, specializing in institutional fixed income portfolio management.Dodd began his career as an analyst in option-related strategies with Loomis Sayles & Company in Memphis, TN, and Washington, DC, before moving to Delta Life and …
Learn moreSherri Miaoulis
Administrative Assistant
Sherri joined Smith Shellnut Wilson in April 2006. She currently serves as an administrative assistant, providing clerical and analytical support for the investment department. Prior to joining SSW, she was employed as a real estate paralegal in Syracuse, New York.
Learn moreBrian Fioretti
Head Trader
Brian began his career at Smith Shellnut Wilson as a portfolio analyst in 2006. Currently, he serves as an investment analyst and handles investment management duties for bank and non-bank portfolios. His responsibilities include research and portfolio analytics with a specific focus on municipal credit, as well as overseeing SSW’s core accounting …
Learn moreBelinda Fields, MBA
Director, Operations
Belinda joined Smith Shellnut Wilson in January 2014. In her current role, Belinda is part of the SSW client services team. She provides operational support to the relationship managers’ team as well as direct account and client services across the company platform. In addition, Belinda serves as the primary relationship manager for SSW’s school …
Learn moreBrittany Eikner, CFP®
FINANCIAL PLANNER
Brittany began her career at Smith Shellnut Wilson as an Operations Specialist in February 2013. In 2020, Brittany earned the CFP certification, and she is currently responsible for preparing, monitoring, and updating comprehensive financial plans that are personalized for each client’s needs through analysis and collaboration with other financial …
Learn moreMatt Thompson, CFA
Director, Asset Liability Management
Matt joined Smith Shellnut Wilson in August 2022. Matt has 15 years of experience working with depository institutions with a focus on asset/liability management. Prior to joining SSW, Matt served as Director for Truist Securities’ Fixed Income Strategies and Analytics group, managing the asset/liability management team. Matt has worked in balance …
Learn moreEbonie Hackett
Operations Specialist
Ebonie Hackett brings more than 20 years of experience in the financial services industry. As an Operations Specialist at Smith Shellnut Wilson, she provides comprehensive client service and operational support, working closely with clients and relationship managers across the SSW platform. She plays an integral role in client onboarding, account …
Learn moreInvestment Counsel and Management
We believe client relationships and performance, not transactions alone, are the preferred goals.
