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
Keylinks
More profiles to browse
KB
Keith Bonner
Co-Founder, Portfolio Manager, SEC Investment Adviser Representative
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC