Elyse Smith–Managing Director of Advisor Services and 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 (RIAs). Formerly with Schwab and TD Ameritrade as director of advisor services and business transitions, Elyse managed onboarding for large RIAs and led a team of senior managers, data and technology specialists, and trainers across the nation.
She joined Sowell Management’s team in 2021 as managing director of Advisor Services and Business Transitions. She has 15 years’ experience in advisor and transition services, and relationship management and holds her 7, 63 and 24 licenses.
Elyse graduated from Binghamton University in New York with a bachelor’s degree in psychology. She met her husband Allen at TD Ameritrade 10 years ago and they live in Fort Worth, Texas, with their goldendoodle, Barkley. Elyse is a huge NY Giants fan so NFL Sunday’s are a big deal at their house.
Paving the Way
Pinnacle Being fearless in accomplishing my dreams and making the jump from Texas to New York City on my own.
Guide Post Don’t sweat the small stuff and enjoy all of the good days.
Trailhead Get a seat at the table! Don’t be afraid to speak up and let people know you have a voice.