Carli R. Smith

CARLI has spent the better part of the last two decades dedicated to the field of finance and investments. It was a passion that started early and led her to where she is today, building a firm that helps high net-worth individuals manage their wealth through holistic and comprehensive financial planning. Understanding financial planning and investing is more of a journey than a destination, she recognizes that each person has a unique purpose for their wealth, and it is her goal to help her clients fulfill that purpose. Her attention to detail, love of problem-solving, and compassion for clients allow her to provide the level of service necessary for a successful long-term client-advisor relationship.

Prior to founding Signal Wealth Advisors, Carli gained invaluable experience as a Wealth Advisor at a $2.2 Billion Wealth Management firm local to Austin, TX. Leading up to becoming a Wealth Advisor, she worked for Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. Her experience at Dimensional allowed her to gain the foundations necessary for providing wealth management services to her clients. Her time spent on the Portfolio Management team and her role in educating Dimensional’s institutional and advisor clients on various retirement solutions, fostered the knowledge and expertise necessary to transition to working with high-net-worth individuals.

In Carli’s free time, you can find her cheering on her kids at their various activities and sports, planning a trip to somewhere adventurous with her husband and family, hanging in or around water, or cuddling up on the couch with her French Bulldog, Elli.