Stephanie Smith

1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248
stephanie.smith@swm.hmidev.net
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T: 210.402.7200
F: 210.490.4669

Over 15 years of experience offering wealth planning advice to ultra-high net worth families
Joined Southern Wealth in 2007
Formerly with Ernst & Young and Arthur Andersen
Bachelor of Business Administration in Finance from Southwest Texas State University
Certified Private Wealth Advisor^®(CPWA^® )
Member of the Investments & Wealth Institute^™