Peter Smart Email & Phone Number

I have a passion for understanding what is important to my clients and designing personalized strategies to help them achieve their goals. I am deeply gratified by knowing that I've truly helped others. Michelle, my branch office administrator, shares in this desire to serve others as well.My interest in sharing my knowledge with others led me to teach a college level personal finance class. I am energized by the opportunity to impart information to improve people's lives.Edward Jones has provided me with the opportunity to work with serious, long-term investors in a variety of life stages, from early savers to those in retirement and thinking about transitioning their resources to the next generations. Each stage provides the opportunity for Michelle and I to get to know our clients' unique goals and strategize on the best way to get there. I enjoy regular strategy meetings with clients and see them as opportunities to deepen our relationship and make any necessary adjustments to our strategy as life dictates.With over 13 years in financial services, I've learned the importance of the client relationship and look forward to getting to know you.My family and I enjoy outdoor activities like hiking and paddling our cedar strip canoe. I also enjoy attending our kid's baseball games and dance recitals.Please call my office or email me directly to arrange a time to discuss your individual goals and circumstances./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Teaching, Student Development, Staff Development, Powerpoint, and 13 others.

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  Pepperdine Graziadio Business School

  Financial Planning