Greg Frank, AAMS®
As a Financial Advisor at Smith Moore, Greg Frank helps manage his clients’ investments in a complex and hectic world. When it comes to retirement planning, he is able to help organize and execute the plan best suited to your needs, while assisting with setting goals, expectations, and risk levels. Having joined the financial services industry in 2003, Greg have a comprehensive understanding of the financial market conditions, and he knows how to make unbiased decisions about your investments. Greg’s process involves getting to know you and the goals you seek to achieve in your life, and having him by your side will help you adjust to new life experiences and the current investment landscape.
He graduated from Columbia College with a Bachelor of Arts degree in Business Administration, and he obtained his Associate of Arts degree in Computer Science from Lincoln University. Greg holds Series 7 and 66 Securities Licenses, and he has earned the Accredited Asset Management Specialist (AAMS®) designation.
Outside of the office, Greg remains active in the community as a member of the Jefferson City Breakfast Rotary. He and his wife, Cathy, reside in the Jefferson City, MO area, and they have three children.