Five Star award winner Lawrence Smith, CRPC®, CRPS®

PROFESSIONAL PROFILE

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Lawrence Smith, CRPC^®, CRPS^®

President/Wealth Planning Advisor

ELS Vision Wealth Management

2250 Beckleymeade Ave., Suite 215A

Dallas, TX 75237

Office: 972-598-0242

lawrence.smith@lfg.com
www.elsvisionwealth.com

Professional Approach

About E Lawrence Tyree Smith

E Lawrence Tyree Smith, CRPC®, CRPS®, is the President and Wealth Planning Advisor for ELS Vision Wealth Management. Lawrence is responsible for working with participants in existing Lincoln Employer Sponsored Plans, small business owners, and individuals in need of expanded financial planning. Lawrence is passionate about helping people reach their future wealth goals. Prior to establishing his own firm in 2017, Lawrence served as a Registered Representative with JP Morgan Chase, as a Retirement Consultant with Lincoln Financial Group, and as a Financial Advisor with Lincoln Financial Advisors Corp.

Lawrence earned his Bachelor of Science degree in Business Administration from Paul Quinn College, and went on to earn his Chartered Retirement Planning Counselor (CRPC) and Chartered Retirement Plan Specialist (CRPS) designations from the College for Financial Planning. Currently holding Series 7, 6, 63, and 66, securities licenses and Life and Health Insurance agent licenses, Lawrence is well-equipped to assist his clients in a multitude of financial matters.

His passion for empowering families, individuals, and communities to make good financial decisions, has made Lawrence a requested speaker at conferences, seminars, faith based institutions, employer-sponsored events and organizational meetings throughout the nation. Lawrence chose his career so he could help people create a future of financial freedom and dignity, while positively impacting their loved ones and their community.

About ELS Vision Wealth Management

Our firm is uniquely positioned to help you with financial planning.

Regardless of your financial planning needs, our practice is first and foremost dedicated to helping you communicate your vision of what you would like your future to look like. Our clients rely on us to:

Bring creative design ideas to the table in areas of wealth creation, income, and gift/estate tax savings.
Coordinate and collaborate with other advisors, including accountants and attorneys.
Act as the catalyst to accomplish important financial tasks.

You have a vision, but not a plan. That’s where we come in. We have the knowledge, experience, and dedication to turn your vision into a strategic financial plan. Live the life you deserve for yourself, and leave a lasting impact on the people and communities you love. Give us a call today, and let us help you envision a future of financial freedom and dignity.

See Accomplishments

This award was issued on 7/1/20 by Five Star Professional (FSP) for the time period 10/7/2019 through 04/24/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4374 Dallas-area wealth managers were considered for the award; 335 (8% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 3899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12.

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Lawrence Smith, CRPC, CRPS, is a registered representative of Lincoln Financial Advisors Corp.

ELS Vision Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.

If you do not want future emails from me, please call me at (972) 598-0242, call toll free at 800-999-2559 or email me at lawrence.smith@lfg.com.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. ELS Vision Wealth Management is not an affiliate of Lincoln Financial Group.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.