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Carolyn J. Smith

Director, Texas Financial Partners

To reach Carolyn, please contact her at:
210.630.9385
csmith@texfp.com


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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.”

Carolyn J. Smith comes to Texas Financial Partners as a CPA with 30 years of public accounting experience focused in the areas of estate, continuity, and post mortem planning. By working collaboratively with her clients’ advisory teams, the challenging planning process is accelerated. This also helps to ensure that families and their businesses meet their personal and financial objectives.

As a founding member of the newly formed San Antonio Exit Planning Exchange, San Antonio Chapter, Smith demonstrates a continued commitment to helping others plan effectively. Currently, she also serves as a board member for the San Antonio Estate Planners Council, San Antonio Planned Giving Committee for The American Red Cross, and the Development Board for Clarity Child Guidance Center.

Smith is an owner in Lion Street, a prestigious organization providing financial products to independent financial services firms.

She is a Chartered Advisor in Philanthropy (CAP) and holds a Group I Life and Health License, and is a certified General Securities Representative (Series 7 &66).

Smith holds a Bachelor of Arts from the Texas Lutheran University. She and her husband, Jeff, live in New Braunfels and have one adult son. They are both active in their faith. Carolyn serves as a leader with her local Stephen Ministry, and Jeff regularly shares his gift of music during church services.

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*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). Kestra IS and Kestra AS are not affiliated with Texas Financial Partners, NFPISI, or any other entity listed.

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).

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