Lily Smith
Advisor AssociateLily serves as an advisor associate in our Reston, VA office, joining the team full-time after completing the firm’s internship program in the summer of 2024. In this role, she supports the team’s advisors in managing client relationships and assisting with all aspects of the financial planning process.
A recent graduate of James Madison University, Lily earned a degree in finance with a minor in economics. While in school, she was also a senior analyst for the Madison Investment Fund, was an active member of Women in Business, and served as a peer tutor.
Originally from Thurmont, MD, Lily now resides in Arlington, VA and can be found playing tennis, cooking, and spending time with friends and family outside of work.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
- Summer Analyst at RS Will Wealth Management
Education & Credentials
- BBA, James Madison University, Finance, minor in Economics
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
