At Smith Moore, we provide financial guidance for every stage of life though an integrated financial strategy that evolves as our clients move through all phases of wealth planning: Accumulation, Distribution, and Legacy.Having worked in banking and financial services for over 25 years, I can assist clients with all aspects of their financial lives. Relationships begin with a comprehensive analysis and financial plan to ensure all aspects of a client's financial situation are in order. In addition to asset management, I review liabilities, risk-management, and estate plans. I emphasize long-term risk appropriate wealth management strategies to grow and preserve client's wealth to meet their goals.
Listed skills include Series 6, Series 7, Series 24, Series 31, and 7 others.