Jim Deutsch, CFP®
As a financial advisor with over two decades of experience helping clients, Jim Deutsch views himself as a holistic financial planner who creates plans to help clients achieve their life goals. By leveraging his extensive financial services experience and a network of competent teammates (including attorneys, CPAs, and insurance professionals), he helps his clients answer any financial concerns or questions they may have. Jim is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He graduated from the University of Missouri – Columbia with a B.S. in Consumer and Family Economics, and he earned a Master’s Degree in Finance from Webster University. In addition, Jim is a graduate of the Securities Industry Institute at Wharton School of Business.
As President and CEO of Smith Moore, Jim leverages more than 22 years of industry experience and a significant record of results in organizational development, process improvement, audit performance, portfolio management, and compliance and client service. He is a bold, decisive leader with an unblemished reputation, a strong work ethic and a passion to improve performance at all levels of the organization. Jim re-energized the organization and raised business standards by terminating weak leadership and hiring new talent; consolidating two St. Louis offices into one central, prestigious location; driving technology utilization/improvements; tightening financial controls while always striving to ensure regulatory compliance. Jim became a shareholder in 1999, a member of the Board of Directors in 2001, and President and CEO in 2003. Under Jim’s leadership, the firm has grown revenues each year and increased its assets under management from $400 million to over $2.5 billion. During Jim’s tenure, the firm has expanded its footprint, with 10 branch offices in Missouri, Illinois, and Kansas. Jim also manages a book of business with over $100 million in assets.
Jim was a 2008 recipient of the St. Louis Business Journal’s prestigious “Forty under 40” award. Not only does Jim serve on the Securities Industry and Financial Markets Association (SIFMA) Private Client Group, he is also involved with the St. Louis Regional Chamber & Growth Association Committee (RCGA), serves on the Advisory Board for the Personal Financial Planning Department at the University of Missouri – Columbia and the Board of Directors and Executive Committee of the Covenant Place, and he is Co-Chair of the 2016 St. Louis Delegation for Maccabi Games and the Jewish Federation of St. Louis, Standards & Capacity Committee. Jim is also one of 20 participants from St. Louis in the Wexner Heritage program, which promotes leadership and Jewish study.