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Don E. Wallace, Owner: A resident of the Smithfield area for over 52 years. Smithfield-Selma Senior High graduate, Class of 1972. Campbell University, BBA Trust Management. Southeastern Trust School, Certificate. Member Greater Smithfield-Selma Chamber of Commerce for over 12 years.

With over 22 years of investment management experience, including 8 years as a Trust Investment Officer and Registered Representative, the firm was founded in 1997 to bring together the "best of both worlds." Conservative investments held over the long term, with low turnover, typically favored in trust investing and the expanded investment offerings of brokerage firms. Fee only investment advice instead of commissions places the client and advisor on the "same side of the table" in regard to account expenses and performance expectations; and also, a high standard of service, confidentaility, and trust. Managing client assets, considering some of the market cycles over the last 22 years, has been both gratifying and trying. However, maintaining an investment discipline, in changing market conditions, helps investors better reach their investment goals. More importantly, clients appreciate having timely information and advice to make informed investment decisions.     

Holt's Lake, NC

Our Goals
  • To provide the best customer service possible.
  • For each client to feel like the only client.
  • Provide the information, advice, and support to assist clients in making informed investment decisions.

Wallace Advisors combines technical and fundamental analysis to help indentify current market, sector, and individual investment risk levels and trends.

Wallace Advisors Registered Investment Advisor
117 Cypress Pointe Smithfield NC 27577
dwallace@wallaceadvisors.com 919-989-8172

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