No matter where you are on your financial journey, we are here to guide you along the way. Through every important step you take through life, we want to help not only take appropriate action together, but to avoid common mistakes that hold us all back.
Lori Smith, CFP® has been a member of the Schuylkill Chamber of Commerce since 2/1/1981. Lori has been a Financial Advisor since 1996 and with Waddell & Reed since 2000. Waddell & Reed is not affiliated with the Schuylkill Chamber of Commerce.
Lori Smith, CFP®; Tyler Smith, CFP®; and Francesco Mercuri, CFP® are Financial Advisors offering securities and investment products and services through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. AdviseMint is a separate entity from WRI.