Get your Emails warmed up and ready to send
Build sender reputation and reach more inboxes with automated email warmup.
Warm up your emails
Starting at $49/month
Emory J. Smith
Owner @Lion Street
Signup · Get unlimited contacts
WORK HISTORY
Owner @Lion Street
Austin, TX, US
Emory is proud to be an Owner-Firm of Lion Street, Inc, a leading national financial services company owned by “fiercely independent financial advisors.” Based in Austin, Texas, Lion Street is comprised of an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Founded in 2010 by industry veteran Bob Carter, Lion Street was built to serve the sophisticated financial needs of wealthy individuals and corporate clients. Lion Street is managed by a team of respected industry veterans. As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.Lion Street Owner-Firms specialties include: Investment Advisory Charitable Planning Tax Planning Buy-Sell Key-Man Funding Defined Benefit Plans After-Tax Deferral Plans Executive Bonus 162 Plans High-Limit Disability Captive Insurance Plans Bank-owned Life Insurance (BOLI) Employee Stock Ownership Plans (ESOPs) Premium Financed Life Insurance
EDUCATION
W. P. Carey School of Business – Arizona State University
Bachelor of Science (BS), Management
SKILLS
ABOUT EMORY J. SMITH
Executive Director
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.