Emily Smeltz

Associate Financial Planner at Lee Financial
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • Lee Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Financial Planner
      • Feb 2023 - Present

    • Analyst
      • May 2021 - Feb 2023

      Dallas, Texas

    • Financial Planning Intern and Adminstrative Assistant
      • Jun 2019 - May 2021

      Dallas, Texas Financial Planning

  • The Michaels Organization
    • United States
    • Real Estate
    • 700 & Above Employee
    • Leasing Agent
      • Jul 2018 - Apr 2020

  • Whiskey Cake Kitchen & Bar
    • United States
    • Restaurants
    • 100 - 200 Employee
    • Hostess
      • Mar 2016 - Jun 2018

      Plano, Texas

Education

  • University of Arkansas
    Bachelor's degree, Finance with Financial Management and Investment Services
    2016 - 2020
  • Texas A&M University
    Continuing Education, Financial Planning and Services
    2021 - 2022

Community

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