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Carolyn J. Smith

Director, Texas Financial Partners

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“Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a perfect prelude to the satisfaction of working directly with our clients. My knowledge and experience, plus the credibility I enjoy among professional advisors, can accelerate the challenging planning process that affluent families and their businesses go through and reassure them that their objectives of financial independence and family harmony will be achieved.”

NFP Advisor Services, LLC is not a Certified Public
Accounting firm and does not provide tax or legal advice.

Experience

  • Estate Tax Planning
  • Succession Planning
  • Post Mortem Planning

Education

  • Bachelor of Arts, Texas Lutheran University

Accreditation

  • Certified Public Accountant
  • Chartered Advisor in Philanthropy
  • Group I Life and Health License
  • General Securities Representative (Series 7) and Securities Agent and Investment Advisor Representative (Series 66)

Professional Leadership

  • American Institute of CPAs
  • Texas Society of CPAs
  • San Antonio Chapter of CPAs
  • The Legacy Companies™
  • San Antonio Estate Planners Council
  • Partnership for Philanthropic Planning of San Antonio
  • Planned Giving Council for American Red Cross-San Antonio
  • Stephen Ministries Leader

Recognition

  • Heckerling Institute of Estate Planning speaker
  • Blueprints for Tomorrow Conference speaker
  • Legacy Network Conference speaker
  • National Financial Partners Conference speaker

Media

  • Central Texas Estate Planners Council
  • San Antonio CPA Symposium
  • Institute of Certified Business Counselors

Avocation

  • Carolyn and Jeff have one son, Tyler.
  • A certified Stephen minister, Carolyn has a heart for people.

Concept and Content by Terry White, ideatransfertw@gmail.com | Images provided by Costa Christ Media LLC, costachrist.com | Website Design & Development by Champ Internet Solutions, champinternet.com

*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Texas Financial Partners is not affiliated with Kestra IS, Kestra AS, and NFPISI.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).

© COPYRIGHT TEXAS FINANCIAL PARTNERS 2015