Lauri Ann Smith Email & Phone Number

Imagine a business strategy that opens up new market opportunities—a “blue ocean.” Lauri Smith has generated millions in revenue for two top financial services firms over the last two decades. Her mission is to empower advisors to embrace the future of financial services by harnessing fintech alongside expert advice and planning. Throughout her career, she has recognized the vital blend of technology and personal connection, supporting business owners, corporate executives, multi-generational families, family offices, philanthropists, individuals facing significant life transitions, and the next generation.Career Highlights:* Created Wealth & Wisdom corporate educational series, leading to ~$1B in new assets* Taught eMoney financial planning software, making a national impact on advisors and their clients* Helped launch LifeSync®, a mobile app aligning financial goals with personal values/aspirations* Developed a $100 million book of business for Bank of America Private Bank during the pandemic* Built a $4.5 million annual revenue-generating portfolio for Bank of America Business Banking* Coached firm adoption of a full-balance-sheet, advice-driven approach, transforming mindsets* Served as a community volunteer and employee-network champion for Bank of AmericaLauri holds a Bachelor’s degree in Journalism with a focus on Public Relations, Advertising, and Applied Communication from The University of Texas at Austin. She is set to graduate from California Lutheran University in December 2025 with an MBA and completion of CFP coursework. Additionally, she holds FINRA Series 7 and 66 licenses, as well as a California Life and Health Insurance License.Having spent many years in Dallas, Texas, Lauri now lives in San Diego with her husband and their two dogs. A fashion enthusiast, she named one of her dogs “Louis Vuitton.” Lauri enjoys working out, practicing hot yoga, playing pickleball, pursuing new knowledge, and traveling.Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Listed skills include Portfolio Management, Commercial Banking, Banking, Wealth Management, and 29 others.