Elyse Smith

Managing Director of Advisor Support & Business Transitions

Elyse has extensive knowledge of the advisor services industry ̶ servicing advisors, helping firms create operational efficiencies, and finding solutions to complex issues. After moving to New York, Elyse has spent the entirety of her career in financial services working with Registered Investment Advisors. Formerly with Schwab and TD Ameritra...


Location

Tulsa, OK, United States

Roles at Sowell Management

  • Managing Director of Advisor Support & Business Transitions

    Current role

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