Lily Smith
Advisor Associate
As an Advisor Associate in Wealthspire’s Reston office, Lily works closely with clients and advisors throughout the financial planning process. Lily joined Wealthspire full time after completing the firm’s wealth management internship program in 2024. In addition to her internship with Wealthspire, she was a Summer Analyst with RS Will Wealth Management. At James Madison University, she served as a Senior Analyst for the Madison Investment Fund, gaining hands-on experience researching and evaluating investments. She was also active in Women in Business and worked as a peer tutor, experiences that strengthened both her analytical and communication skills. Lily earned a Bachelor of Business Administration in Finance with a minor in Economics from James Madison University and holds the Series 65 license.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
