I had a wonderful opportunity early in my career to play an instrumental leadership role in the growth and development of a small firm. But as time went on and I had more and more success, I became increasingly dissatisfied. Balancing corporate objectives, employees, and other responsibilities pulled me away from what I loved, my clients. When I started Element, I knew I had to go back in time to a place when I was happy; a place where nothing mattered but my clients.
This desire to serve along with the rapidly changing landscape within the financial services industry sent me to the whiteboard. I wanted to build a company that I could be proud of, one that I would be a client of, and one that would allow other advisors the freedom to regain their passion to serve.
Ultimately, Element Wealth launched and adopted five core principles:
- Clients come first
- Leverage technology to create a better client experience and better results
- Transparency, both internally and externally with clients
- Let the best ideas win
- Be creative and flexible because every client is unique.
The experience of launching Element Wealth has been liberating and beyond satisfying. The future is bright and I hope that you like what we’ve built.
Barry C. Smith was a partner with Woodridge Capital Portfolio Management, prior to their merger with Element Wealth. A native of Greenville, Mississippi, Barry has a degree in economics from Mississippi State University and an MBA from Millsaps College. He started his investment career in 1978 with the Jackson office of Morgan-Keegan & Co., serving clients as an investment consultant.
In 1983, Barry accepted a position with Trustmark National Bank in Jackson, Mississippi where he worked for more than fourteen years as manager of the Investment Services Department. In 1985 and 1986 Barry was selected to attend the American Bankers Associations School of Funds Management in Boulder, Colorado where he received extensive training in asset/liability and portfolio management.
From 1992 to 1997 Barry sat on the board of directors and served as President, CEO and Chief Supervisory Officer for Trustmark Financial Services, Inc. (TFSI), Trustmark’s then broker/dealer subsidiary.
Always and advocate for unbiased investment management, Barry decided to put his experience to use for the benefit investment advisory clients. As a result he opened his own investment advisor practice in 1998, growing assets under management to more than $40 million by the time Woodridge Capital was formed.
Barry is married to the former Pam Huff, who is a CPA and the CFO for Pileum Corporation, a business and technology consulting firm. They have two sons and are long time members of the First Baptist Church of Madison.
Danny Williams, CFP®
Danny C. Williams was a founding partner and Certified Financial Planner (CFP®) with Woodridge Capital Portfolio Management, prior to their merger with Element Wealth. Previously, he was an Account Vice President with UBS Financial Services. Williams has worked as a financial advisor since 1994 and has held multiple management positions within the financial services industry for more than 30 years. Before becoming a financial advisor, he was a vice-president with General Electric Capital Corporation, based in Tampa, Florida. He has a Bachelor of Arts degree in accounting from the University of South Florida.
Williams believes in contributing to the community and is active in many area organizations. He is a past District Governor of Rotary, Central MS and past-president of the Rotary Club of Jackson. He has served as an officer and on the board of the Financial Planning Association, board member and past Chairman of the Madison County Foundation, a private economic development entity. He is an active member of Pinelake Church of Brandon. In previous years he has served on numerous non-profit organizations.
Williams is a native of Jackson, Mississippi, attended Provine High School and graduated from Council School-McClure. He lived in Clearwater, Florida for about ten years before he returned to Madison in 1994.
He is married to Jackie who is a nurse practitioner with Innovative Health, in Jackson. They have three children and three grandchildren. In his free time, Danny enjoys cycling, exercising, fishing, and reading.
Lee joined Woodridge Capital in 2008 and is series 65 licensed. He transitioned to the Element Wealth family with their merger in 2018. Having served in the Mississippi Senate from 2008 – 2012, Lee was Vice Chairman of the Highways and Transportation Committee and served on the Finance and Ethics committees, among others.
Lee is a 1991 graduate of Mississippi College and has a Masters and Doctorate from New Orleans Baptist Theological Seminary.
After nineteen great years in the financial industry, I was ready for an opportunity to make a positive impact in the community and in other people’s lives. When a friend introduced me to Jeremy, I knew I had found a way to express myself creatively and help a business flourish. It also enabled me to broaden my exposure to the community around me.
Element – and Jeremy – offered the perfect opportunity for me to utilize my broad range of knowledge of the financial world to help lay the groundwork for a company dedicated to the why in life…
Every day is dedicated to finding the best fit to accommodate the needs of our clients. Every day is dedicated to making the Company one that clients and employees are proud to be a part of.
Prior to the merger with Element Wealth, Ava Lawrence was a senior service assistant with Woodridge Capital Portfolio Management. Before the formation of Woodridge, she was a senior client service assistant at UBS Financial Services, Inc. She began her career in the investment industry with Morgan Stanley Dean Witter in 1992.
Ava handles client services, communication and information management.
Stacie Hurt was a senior service assistant with Woodridge Capital Portfolio Management prior to the merger with Element Wealth. Before joining Woodridge, she was a client service assistant at UBS Financial Services, Inc. She started at J.C. Bradford in 1998 as a sales assistant.
Stacie handles marketing, client communications and technology management.