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Elizabeth Smith

BIOGRAPHY: I’m a Registered Client Service Associate. I’m responsible for the operational support of financial advisors and their clients. I began with RJ in 2013 beginning with Portfolio Reporting. Prior to joining the East Memphis branch, I served as a registered rep for clients from all over the world with RJ Investment Central. My previous industry experience includes financial service for Paragon National Bank. I hold a Bachelors degree from CBU and the Series 7, 63, and 65 licenses.

DESCRIPTION OF WHAT YOU DO: I provide support for financial advisors and clients at Raymond James

SIDE HUSTLE: I have become a fantastic house and dog sitter. My friends have turned me into the Mary Poppins of dog sitting.

WHAT IS YOUR BEST ELEVATOR PITCH: I work for a financial planning firm where we assist our clients in the attainment of their financial objectives.

WHAT IS YOUR WHY FOR WHAT YOU DO: My favorite thing to do is to take the complicated and daunting tasks of finance and make it easily understandable and an achieved success.

WHAT SETS YOU APART FROM OTHER PEOPLE IN YOUR INDUSTRY: I envision pictures of prosperity and success admits all of life’s challenges.

WHAT IS YOUR FAVORITE PART OF BEING A MEMBER OF LINK: Getting to make new friends. I also love all of the activities the group encompasses – networking, lectures, meetings, fun, and philanthropy.

WHAT DO YOU HOPE TO GIVE OR RECEIVE AS A MEMBER OF LINK: I hope to give joy and engagement that will allow all of our expertise to develop business beyond anything we’ve ever seen.

WHAT IS THE BEST BUSINESS ADVICE YOU WOULD GIVE TODAY TO YOUR YOUNGER SELF: Keep your joy – it’s going to get real good!

WHO WOULD BE INVITED TO YOUR DREAM DINNER PARTY AND WHY: Elvis for music, Oprah for topics of conversation and inspiration, Jim Carrey for laughter, and John Maxwell for business leadership.

WHAT IS SOMETHING THAT PEOPLE WOULD BE SURPRISED TO LEARN ABOUT YOU: I can do the splits.