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Lauren Smith
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Lauren Smith
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Head of Household
Services
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FINRA's BrokerCheck
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Why The Timing of Market & Economic Cycles Is Important (Ep. 59)
Lauren Smith 10/18/22 Lauren Smith 10/18/22

Why The Timing of Market & Economic Cycles Is Important (Ep. 59)

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Retirement Risks You Need To Know About (Ep. 58)
Lauren Smith 10/4/22 Lauren Smith 10/4/22

Retirement Risks You Need To Know About (Ep. 58)

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How To Keep Our Kids Safe In An Online World (Ep. 57)
Lauren Smith 9/20/22 Lauren Smith 9/20/22

How To Keep Our Kids Safe In An Online World (Ep. 57)

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Retirement FAQs: How Do I Think About Money In Retirement? (Ep. 56)
Lauren Smith 9/6/22 Lauren Smith 9/6/22

Retirement FAQs: How Do I Think About Money In Retirement? (Ep. 56)

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Find Your “Why” With The Birkman Assessment (Ep. 55)
Lauren Smith 8/26/22 Lauren Smith 8/26/22

Find Your “Why” With The Birkman Assessment (Ep. 55)

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The Ultimate Car-Buying Experience: LeasePro (Ep. 54)
Lauren Smith 8/2/22 Lauren Smith 8/2/22

The Ultimate Car-Buying Experience: LeasePro (Ep. 54)

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Focusing On The Good Amidst The Doom & Gloom (Ep. 53)
Lauren Smith 7/26/22 Lauren Smith 7/26/22

Focusing On The Good Amidst The Doom & Gloom (Ep. 53)

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The Results of a Strategic Retirement Plan (Ep. 52)
Lauren Smith 6/27/22 Lauren Smith 6/27/22

The Results of a Strategic Retirement Plan (Ep. 52)

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Is A Recession Really Coming In 2022? (Ep. 51)
Lauren Smith 6/13/22 Lauren Smith 6/13/22

Is A Recession Really Coming In 2022? (Ep. 51)

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Supporting a Recent College Graduate (Ep. 50)
Lauren Smith 5/25/22 Lauren Smith 5/25/22

Supporting a Recent College Graduate (Ep. 50)

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10 Things You Should Know When Estate Planning (Ep. 49)
Lauren Smith 5/11/22 Lauren Smith 5/11/22

10 Things You Should Know When Estate Planning (Ep. 49)

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New Investing Lingo being Used by Younger Folk (Ep. 48)
Lauren Smith 4/27/22 Lauren Smith 4/27/22

New Investing Lingo being Used by Younger Folk (Ep. 48)

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College Planning Using a 529 Plan With Ryan White, CIMA® (Ep. 47)
Lauren Smith 4/13/22 Lauren Smith 4/13/22

College Planning Using a 529 Plan With Ryan White, CIMA® (Ep. 47)

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Creating the Pre-Retirement Checklist (Ep. 46)
Lauren Smith 3/9/22 Lauren Smith 3/9/22

Creating the Pre-Retirement Checklist (Ep. 46)

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Starting Your Career in Financial Services with Melanie Knight (Ep. 45)
Lauren Smith 2/23/22 Lauren Smith 2/23/22

Starting Your Career in Financial Services with Melanie Knight (Ep. 45)

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Critical Financial Discussions To Have With Your Aging Parents & Kids (Ep. 44)
Lauren Smith 2/9/22 Lauren Smith 2/9/22

Critical Financial Discussions To Have With Your Aging Parents & Kids (Ep. 44)

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Money Conversations Every Couple Should Be Having (Ep. 43)
Lauren Smith 1/26/22 Lauren Smith 1/26/22

Money Conversations Every Couple Should Be Having (Ep. 43)

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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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Lauren Smith is a Financial Advisor serves as a Chief Operating Officer and Managing Partner of Winstone Wealth Partners in Houston, Texas.

She is a CERTIFIED FINANCIAL PLANNER® Professional.

Winstone Wealth Partners

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

Phone: (713) 244-3030

Winstone Wealth Partners provides all investment advisory services through
Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor.

Disclosures  |  Form CRS  |  BrokerCheck