Lawrence Smith
Wealth Planning Advisor (Investment Advisor Representative) @Osaic
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WORK HISTORY
Wealth Planning Advisor (Investment Advisor Representative) @Osaic
Dallas/Fort Worth, LA
Specializing in retirement and Financial Planning, Lawrence brings years of experience working in the financial services industry assisting his clients toward achieving their financial goals. Providing quality customer service and a personalized retirement analysis are just two reasons why he was hand selected by OSAIC FA to work closely with faculty and staff at higher education institutions as well as participants in government voluntary retirement plans. Lawrence works one on one with individuals and families helping them grow and protect their wealth.He is a frequent speaker at retirement planning seminars and enjoys seeing his clients put their kids through college, buy homes, obtain economic independence and retire from all the things they don’t like to do.Financial empowerment is a passion for Lawrence and he considers it his calling.\"Every day I get to do what I love to do. Helping others to envision a future of financial freedom and dignity where they can live the life they deserve for themselves and impact the people they love. Lawrence is a Chartered Retirement Planning Counselor (CRPC) and a Chartered Retirement Plan Specialist (CRPS)
EDUCATION
Howard University School of Business
Certificate in Financial Planning, Financial Planning and Services
Paul Quinn College
Bachelors of Science, Business Administration
ABOUT LAWRENCE SMITH
President of ELS Vision Wealth Management and a registered representative of Osaic FA. I am a Certified Financial Planner (TM) with additional designations including the CRPC® and CRPS® designations from the College for Financial Planning. I am also registered with the NFLPA as a NFLPA Registered Financial Advisor. My firm specializes in working with Hospitals, Non-Profits, and Private Companies in the development of and maintenance of Employer Sponsored Plans that benefit Owners, Executives and Employees. I also provide Individual Comprehensive Financial Planning for High Net Worth clients looking for ways to invest in a way that is in line with their values and developing goal based strategies to help those clients get to and through retirement while leaving legacies that make the world a better place.
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