Broker Check
Diane Smith, CLU®, ChFC®

Diane Smith, CLU®, ChFC®

Wealth Advisor

Diane began working with many of her clients while they were college students in 1977 and is now watching them successfully retire. For many years, she conducted comprehensive money management seminars for corporations such as Texas Instruments, Frito-Lay, and Harris Methodist Hospital. 

Diane's designations and registrations include:

   *Chartered Life Underwriter (CLU) 

   *Chartered Life Consultant (ChFC)

   *Series 6, 7, 24, 22, 63 securities registrations 

   *Life Member of the Million Dollar Round Table (MDRT)

She works and resides in Southlake, Texas.