Frank B. Smith
Financial Advisor
“Over the past 26 years, I have worked with families throughout South Louisiana to design and implement strategies that manage personal wealth. By helping to make financial decisions that are consistent with my clients’ risk tolerance, timeline and personal goals, I have developed many deep, consultative relationships. My clients know that I keep their interests in mind.”
Experience
The greatest rewards in my career come from experiencing, with my clients, the pursuit of their financial goals. Wealth accumulation during working years, independence in retirement and the efficient transfer of wealth to loved ones are some of the key goals that I work with clients to strive for. “When I receive an invitation to a retirement party or a college graduation announcement, I get to take pride that the years of planning have impacted lives!”
Licensing
- Series 6, 7, 63, and 65 licenses held with LPL Financial
- Louisiana Life, Health, and Variable Annuity licenses
- Registered to conduct Securities Business in the following states: LA, TX, MS, FL, WA, D.C.