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Briana Smith

Financial Planning Coordinator

Briana started her career in financial services in 2011 as a Financial Advisor. She then joined Jen LaFrance’s practice as Financial Planning Coordinator in 2013. Briana assists Jen with providing the most appropriate solutions available to set clients on the right path to meet their goals. Briana plays an integral role in guiding clients through our comprehensive financial planning process, ensuring that their experience leaves them with clarity on their financial position as well as what actions need to be taken in order to get them to where they want to be.

Briana grew up in Westford, MA. She recently moved to Arlington, MA where she enjoys staying active. Some of her hobbies include: running, basketball, yoga, boxing and rock climbing.

Education

Wheaton College, BA in Psychology

Credentials

  • FINRA Investment Company/Variable Contracts Advisor (Series 6)
  • FINRA Uniform Securities Agent State Law Exam (Series 63)

Contact Briana