LORI SMITH, CFP, MBA

Financial Advisor

First Vice President - Investment Officer

Address: 2819 E 29th St , Joplin , MO 64804-3305
Phone: 417-624-0600  |  800-641-2010    Fax: 417-624-3740
Email: lori.smith1@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Denise Geier, Client Associate ; Rebecca Johnson, Client Associate

My Experience

  • 2005 - present : Wells Fargo Advisors, Financial Advisor
  • 2002 - 2005 : New York Life, Agent and Registered Representative

My Education & Credentials

  • MBA with finance emphasis - Westminster College
  • BA in Psychology - University of Michigan

My Community Involvement

  • Member of the Joplin Rotary Club
  • Past President of the Community Foundation of Southwest MO
Securities Registered in the following states: AL, AR, AZ, CA, CO, CT, FL, ID, IL, IN, KS, LA, MA, MO, NC, NM, OH, OK, OR, PA, TX, VA, WA
Insurance licensed in the following states: AR (Lic. # 7269911), CA (Lic. # 0L04923)
LORI SMITH: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Missouri : Joplin Branch