Broker Check
Frank L. "Lee" Smith IV

Frank L. "Lee" Smith IV

CERTIFIED FINANCIAL PLANNER™

Lee has been with Bergeron & Plauche since 2014 and is 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. 

Lee was born in Natchez where he graduated from Trinity Episcopal School, and currently lives in Austin, TX . He is married to Dr. Erin Smith who is a facial plastic and reconstructive surgeon with Buckingham Center for Facial Plastic Surgery. Lee and Erin have three daughters, Amelia, Stella, and Charlotte. They are members of St. John Neumann Catholic Church, as well as the USTA and the Ole Miss Alumni Association. They are proud supporters of the Austin Humane Society and Dell Children's Medical Center Foundation.  In his free time Lee enjoys playing tennis, golf, hunting, saltwater fishing, reading and travel.

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