Bonner & Smith, LLC

Raymond Bonner is a CFP® professional with 19 years of industry experience, serving as an advisor at Bonner & Smith, LLC since 2007. He works from Lubbock, TX, as part of a three-advisor team. Bonner & Smith primarily serves individual investors, including high-net-worth clients, as well as retirement accounts and trusts, offering fee-only financial planning and discretionary portfolio management. The firm operates as a fiduciary with actively managed model portfolios and a specialization in serving employees in the oil and gas industry.

Rusti Pitts is a financial advisor at Bonner & Smith, LLC in Lubbock, TX, holding a Series 65 designation with three years of industry experience. She has been with Bonner & Smith since 2008. Outside of advising, she is involved in tax preparation and accounting services. Bonner & Smith primarily serves individual investors, including high-net-worth clients, retirement accounts, and trusts, offering fee-only financial planning and discretionary portfolio management. The firm focuses on actively managed model portfolios using mutual funds and ETFs, with attention to tax considerations and long-term strategies, and caters notably to employees in the oil and gas industry.

Susan Smith is a CFP® with 23 years of industry experience. She has been with Bonner & Smith, LLC since 2007. The firm primarily serves individual investors, including high-net-worth clients, as well as retirement accounts and trusts, offering fee-only financial planning and discretionary portfolio management. Bonner & Smith operates as a fiduciary and uses actively managed model portfolios focused on mutual funds and ETFs, employing a mix of charting, fundamental, and technical analysis with attention to tax considerations and long time horizons.