Stephanie M. Smith, CFP

Director of Financial Services

Phone: 540-722-6403
Fax: 540-722-6405
E-mail: stephanie.smith@lpl.com

Stephanie's focus is to help ensure that our clients are working toward their personal financial goals by analyzing their present monetary situation and developing a strategy to keep them on track.  This analysis includes needs for retirement funding, children's education savings plans, life insurance amounts, disability income, long term care insurance, and estate planning.  Stephanie works closely with all investment team members to ensure efficiency and effectiveness in client service.

Stephanie obtained her Master's degree and Bachelor's degree from Virginia Tech.  Her Master's degree focused on Family Financial management and her Bachelor's degree was in Agricultural and Applied Economics.  She is a CERTIFIED FINANCIAL PLANNER™ Practitioner.