Lawrence Smith Email & Phone Number
President and Wealth Planning Advisor @ ELS Vision Wealth Management
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Lawrence Smith Location
- Texas, United States
Lawrence Smith Work
- President and Wealth Planning Advisor @ (October 2017 - Present)
- Wealth Planning Advisor (Investment Advisor Representative) @ Osaic (September 2014 - Present)
- Financial Planner @ Strategic Wealth Partners (September 2014 - August 2017)
- Retirement Consultant, Southwest Region @ Lincoln Financial Group (November 2011 - September 2014)
- Licensed Banker @ (June 2008 - November 2011)
Lawrence Smith Education
- Howard University School of Business
Certificate in Financial Planning (Financial Planning and Services)
2020-2021 - College for Financial Planning 2013-2014
- Paul Quinn College
Bachelors of Science (Business Administration)
2003
Lawrence Smith Skills
- Business Analysis
- Business Strategy
- Coaching
- Customer Retention
- Customer Service
- Financial Advisory
- Fixed Annuities
- Insurance
- Leadership
- Marketing
- Operations Management
- Public Relations
- Public Speaking
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Sales
- Sales Operations
- Series 6
- Series 63
- Series 7
- Team Leadership
- Training
- Uniform Combined State Law
- series 66
Lawrence Smith Summary
- Lawrence Smith, based in Texas, United States, is currently a President and Wealth Planning Advisor at ELS Vision Wealth Management. Lawrence Smith brings experience from previous roles at Osaic, Strategic Wealth Partners, Lincoln Financial Group and JPMorgan Chase. Lawrence Smith holds a 2020 - 2021 Certificate in Financial Planning in Financial Planning and Services @ Howard University School of Business. With a robust skill set that includes Business Analysis, Business Strategy, Coaching, Customer Retention, Customer Service and more. Lawrence Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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