Susan Smith
Co-Founder, SEC Investment Adviser Representative, Certified Estate and Trust Specialist
Bonner & Smith LLC
United States, Texas, Lubbock
About Me
CERTIFIED FINANCIAL PLANNER™ certificant since 2005; Active in the financial services industry since 1997; Certified Estate and Trust Specialist™ (CES™ ) July 2007; Certified Social Security and Medicare Specialist™ (CSS™) November 2023; SEC Investment Adviser Representative; Established Bonner & Smith, LLC in 2007
Profile Information
Co-Founder, SEC Investment Adviser Representative, Certified Estate and Trust Specialist
Bonner & Smith LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Lubbock
Texas
United States
May 15, 2024
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