Smithsandlin Wealth Planning
We're passionate about achieving your goals. Helping our clients achieve financial success is what gets us out of bed in the morning and has us hitting the ground running. We're excited to work with you to bring your financial strategy to life. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with SmithSandlin Wealth Planning may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- KS
Kyle Smith
Senior Vice President · General Business & Management
EmailPhone - MS
Michael Sandlin
Senior Vice President, Financial Advisor · Finance & Accounting
EmailPhone - KM
Katherine Matthews
Wealth Associate · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Smithsandlin Wealth Planning
3 distinct titles indexed · top 3 shown.
- 2wealth associate
- 1senior vice president
- 1senior vice president, financial advisor
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