Stephanie Smith

MANAGER

INVESTMENT ADVISORY

Stephanie Smith

1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248
stephanie.smith@southernwealth.com
Download vCard
T: 210.402.7200
F: 210.490.4669

  • Over 15 years of experience offering wealth planning advice to ultra-high net worth families
  • Joined Southern Wealth in 2007
  • Formerly with Ernst & Young and Arthur Andersen
  • Bachelor of Business Administration in Finance from Southwest Texas State University
  • Certified Private Wealth Advisor®(CPWA® )
  • Member of the Investments & Wealth Institute