Broker Check
E. Lori Smith, CFP®

E. Lori Smith, CFP®

Managing Partner

Lori has an unwavering commitment to her clients and is guided by a profound appreciation for the trust that binds each of these client relationships.  As an independent financial advisor with Waddell & Reed, she collaborates with each client in strategizing steps toward pursuing their long-term objectives in all stages of life, standing beside them as they navigate through each phase to pursue their financial goals.

Lori earned her CERTIFIED FINANCIAL PLANNER™ mark in 1995 and started her financial advising career with Waddell & Reed, Inc. in November of 2000.  She currently holds the Series 7 and 63 Licenses, as well as Life, Accident, and Health Insurance Licenses.