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Esther M

Series 66

Gouldsboro, PA

LPL Enterprise

Esther Miller Smith is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Investment, Pruco Securities, LLC, and The Prudential Insurance Company of America. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, with access to third-party asset managers and various financial planning and consulting services.

Tax-loss harvesting
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Joshua S

Series 66

Gouldsboro, PA

LPL Enterprise

Joshua Smith is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Lincoln Investment, Prudential Insurance Company of America, and Morgan Stanley. Outside of his advisory work, he volunteers with the Clifton Township Office of Emergency Management, assisting with emergency preparation and response. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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