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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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Folder: I Am...
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Widowed
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Head of Household
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FINRA's BrokerCheck
Lauren Smith 2/13/23 Lauren Smith 2/13/23

What You Need To Know About The Secure Act 2.0 (Ep. 65)

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Lauren Smith 1/30/23 Lauren Smith 1/30/23

The Importance Of Setting Financial Resolutions (Ep. 64)

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Lauren Smith 12/13/22 Lauren Smith 12/13/22

The GFG Holiday Gift Guide (Ep. 63)

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Lauren Smith 11/29/22 Lauren Smith 11/29/22

Non-Profit Spotlight: PTSD Foundation of America & Marine Corps Scholarship Foundation (Ep. 62)

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Lauren Smith 11/11/22 Lauren Smith 11/11/22

Non-Profit Spotlight: Cystic Fibrosis Foundation & GiGi’s Playhouse (Ep. 61)

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Lauren Smith 11/1/22 Lauren Smith 11/1/22

Using The Birkman Assessment In Work & Retirement (Ep. 60)

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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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Lauren Smith 10/4/22 Lauren Smith 10/4/22

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

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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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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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Lauren Smith 8/26/22 Lauren Smith 8/26/22

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

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Lauren Smith 8/2/22 Lauren Smith 8/2/22

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

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Lauren Smith 7/26/22 Lauren Smith 7/26/22

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

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Lauren Smith 6/27/22 Lauren Smith 6/27/22

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

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Lauren Smith 6/13/22 Lauren Smith 6/13/22

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

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Lauren Smith 5/25/22 Lauren Smith 5/25/22

Supporting a Recent College Graduate (Ep. 50)

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Lauren Smith 5/11/22 Lauren Smith 5/11/22

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

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Lauren Smith 4/27/22 Lauren Smith 4/27/22

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

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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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Lauren Smith 3/9/22 Lauren Smith 3/9/22

Creating the Pre-Retirement Checklist (Ep. 46)

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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