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Lauren Smith
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Lauren Smith
Home
About
Widowed
Divorced
Head of Household
Services
Resources
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FINRA's BrokerCheck
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Healthy Financial Habits To Start This Year (Ep. 42)
Lauren Smith 1/12/22 Lauren Smith 1/12/22

Healthy Financial Habits To Start This Year (Ep. 42)

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The Financial Concerns of the Pandemic (Ep. 41)
Lauren Smith 12/29/21 Lauren Smith 12/29/21

The Financial Concerns of the Pandemic (Ep. 41)

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The Green Team Holiday Traditions (Ep. 40)
Lauren Smith 12/15/21 Lauren Smith 12/15/21

The Green Team Holiday Traditions (Ep. 40)

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Sharing Your Financial Documentation with Family (Ep. 39)
Lauren Smith 12/1/21 Lauren Smith 12/1/21

Sharing Your Financial Documentation with Family (Ep. 39)

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Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe (Ep. 38)
Lauren Smith 11/10/21 Lauren Smith 11/10/21

Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe (Ep. 38)

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Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma (Ep. 37)
Lauren Smith 10/27/21 Lauren Smith 10/27/21

Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma (Ep. 37)

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What to Think About To Live Your Dream Retirement (Ep. 36)
Lauren Smith 10/13/21 Lauren Smith 10/13/21

What to Think About To Live Your Dream Retirement (Ep. 36)

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Your Cyber Security Mindset (Ep. 35)
Lauren Smith 9/29/21 Lauren Smith 9/29/21

Your Cyber Security Mindset (Ep. 35)

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When Was the Last Time You Taught Your Kids Something New? (Ep. 34)
Lauren Smith 8/25/21 Lauren Smith 8/25/21

When Was the Last Time You Taught Your Kids Something New? (Ep. 34)

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Meet The Team: Claire Holmes, Marketing Consultant (Ep. 33)
Lauren Smith 8/11/21 Lauren Smith 8/11/21

Meet The Team: Claire Holmes, Marketing Consultant (Ep. 33)

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The Biggest Mistakes You Can Make in Your College Planning (Ep. 32)
Lauren Smith 7/28/21 Lauren Smith 7/28/21

The Biggest Mistakes You Can Make in Your College Planning (Ep. 32)

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The Expense of the Pandemic on Our Economy (Ep. 31)
Lauren Smith 7/14/21 Lauren Smith 7/14/21

The Expense of the Pandemic on Our Economy (Ep. 31)

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The Biggest Proposed Conjecture Tax Changes (Ep. 30)
Lauren Smith 6/30/21 Lauren Smith 6/30/21

The Biggest Proposed Conjecture Tax Changes (Ep. 30)

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Giving Direction for Your Children’s Financial Success (Ep. 29)
Lauren Smith 6/16/21 Lauren Smith 6/16/21

Giving Direction for Your Children’s Financial Success (Ep. 29)

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Should I Pay Off My House Before I Retire? With Jim Chaplin (Ep. 28)
Lauren Smith 6/2/21 Lauren Smith 6/2/21

Should I Pay Off My House Before I Retire? With Jim Chaplin (Ep. 28)

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How to Protect Your Aging Relative with a Caregiving Plan (Ep. 27)
Lauren Smith 5/19/21 Lauren Smith 5/19/21

How to Protect Your Aging Relative with a Caregiving Plan (Ep. 27)

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Spring Cleaning – with guests Carroll Cartwright, Paige Ebanks and Rudy Vierra (Ep. 26)
Lauren Smith 5/5/21 Lauren Smith 5/5/21

Spring Cleaning – with guests Carroll Cartwright, Paige Ebanks and Rudy Vierra (Ep. 26)

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Tech Tools to Make Your Life Easier (Ep. 25)
Lauren Smith 4/21/21 Lauren Smith 4/21/21

Tech Tools to Make Your Life Easier (Ep. 25)

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Transition into Retirement with a Coach as Your Guide — With Cindy Wylie (Ep. 24)
Lauren Smith 4/7/21 Lauren Smith 4/7/21

Transition into Retirement with a Coach as Your Guide — With Cindy Wylie (Ep. 24)

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Your 2021 Tax Planning Guide (Ep. 23)
Lauren Smith 3/24/21 Lauren Smith 3/24/21

Your 2021 Tax Planning Guide (Ep. 23)

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Lauren Smith is a registered Financial Advisor with Raymond James Financial Services, Inc. and serves as a Chief Operating Officer of Winstone Wealth Partners in Houston, Texas.

She is a CERTIFIED FINANCIAL PLANNER® Professional.

Legal Disclosures | Raymond James

Raymond James Privacy Notice

Winstone Wealth Partners

1400 Post Oak Blvd., Suite 150. Houston, Texas 77056

Phone: (713) 244-3030

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Links are being provided for information purposes only. Raymond James is not affiliated with and
does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible
for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities are offered through
RAYMOND JAMES FINANCIAL SERVICES, INC.,
Member FINRA / SIPC

Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Winstone Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.