7777 Bonhomme Avenue Suite 2400 Clayton MO 63105
T 314-446-1638 Toll Free 800 264 0426 F 314 863 8342
|Joined the industry:||1968|
|Education:||BA Fontbonne College, St. Louis
MBA/Finance: University of Missouri, St. Louis
|Designations:||Chartered Financial Analyst|
|Community Involvement:||University City Pension Board; Metro Children’s Theater Company, finance committee; Parents as Teachers, endowment committee; Missouri Women’s Forum; St. Louis Culinary Society; Women’s Democratic Forum; St. Louis Forum; Focus St. Louis, Girl Scouts of Eastern Missouri, Board Treasurer and Finance; Mary Ryder Home; Board Treasurer and Finance.
|Industry Involvement:||Chartered Financial Analysts Institute CFAI, St. Louis - Member, Former president, currently on the advocacy committee
|Personal:||Married with one child|
Dan Feichtner, AAMS, 314-446-1613, firstname.lastname@example.org
|Philosophy:||My extensive experience in the industry has given me the perspective and skill to manage the risk in investing. Investors cannot control the range of returns available and set by the markets. However, through careful analysis and proper balancing, they can control the risks in their individual portfolios. It is my task to know and understand your unique needs and concerns, to monitor changing circumstances, and to build and maintain a portfolio to satisfy your objectives.|
Since our inception in 1913, Smith Moore has maintained its focus on our mission of dedication to customer service. As one of the oldest investment firms established west of the Mississippi River, Smith Moore has a proud history of helping their clients to plan their financial futures. As Smith Moore nears its 100th anniversary, we have prepared well for the future, but still rely on the same core principles that launched our firm on its path to prosperity.