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 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 has a comprehensive understanding of the financial markets and how the current market conditions affect your goals.

Greg’s process involves getting to know you and the goals you seek to achieve in your life.  Having him on your side will help you adjust to new life experiences and the investment landscape.

“I love getting to know our clients and giving them the professional and personal service they want and deserve.  Smith Moore shares the same philosophy providing excellent customer service making it a perfect match for me.”

Greg has over 9 years of investment advisor experience.  He is a graduate of 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.

Greg currently lives in a rural area about 20 minutes from Jefferson City with his wife, Cathy and son, Harrison.  They also have two daughters, Elizabeth and Rachel living in the Jefferson City area.  He is a past-president and current member of the Jefferson City Breakfast Rotary Club.  His interests outside of work include playing with his granddaughter, outdoor activities, golf, and Cardinal baseball.