Frank L. "Lee" Smith IV


Lee is thrilled to be a part of the Bergeron & Plauche team as a Certified Financial Planner. He is a graduate of the University of Mississippi where he earned a Bachelor of Business Administration in Banking and Finance as well as a Masters of Business Administration in Finance. Lee has an extensive financial background from his time spent at Morgan Keegan, The Hartford, and Regions Financial. Additionally, he holds the following industry licenses: CERTIFIED FINANCIAL PLANNER™ professional, General Securities Representative (Series 7), Uniform Combined State Law (Series 66), and Life & Variable Insurance License for the state of Mississippi. 

Lee was born in Natchez where he graduated from Trinity Episcopal School, and currently lives in Jackson, MS. He is married to Dr. Erin Smith who is an otolaryngology resident at the University of Mississippi Medical Center. Lee and Erin have three daughters, Amelia, Stella, and Charlotte. They are members of St. Richard Catholic Church, as well as the USTA and the Ole Miss Alumni Association. They are proud supporters of the Animal Rescue Fund of MS and Baston Children's Hospital. In his free time Lee enjoys playing tennis and golf, hunting, salt water fishing, and reading.

Phone 601-442-0088
Fax 601-442-3005