Smith Moore Welcomes Veteran Financial Advisor Roger Koch

St. Louis, MO – Smith Moore, a nationally recognized wealth management firm backed by over 100 years of experience, announced the addition of Roger Koch as Financial Advisor. Koch joins Smith Moore with over 37 years of financial services experience across Greater St. Louis.

“I am grateful to partner with a firm as well-established as Smith Moore,” says Koch. “Given the firm’s long history of client service, I am confident that our collaboration provides my clients and me with the tools needed to help them progress on their financial journey.”

Koch is working out of Smith Moore’s headquarters located at 7777 Bonhomme Avenue in Clayton, MO. His experience includes managing client investment portfolios while establishing and monitoring client 401(k) plans. Many of his clients work as real estate professionals and Roger is proficient in addressing their specific needs and goals.

Roger’s partnership with Smith Moore will also expand an existing team of three accomplished financial professionals currently working out of the Clayton branch: Donna Zoeller, serving as Senior Vice President; Gregory Bray, also holding the position of Senior Vice President; and Cory Downer, contributing as a Wealth Management Associate.

Downer is excited to work closely with Koch, explaining, “We are thrilled to have Roger join Smith Moore. We believe he is a great fit and will be a valuable addition to our team. It is obvious he takes great pride in the relationships he has built throughout his career. I admire the dedication he has to his clients.”
President and Chief Executive Officer James Deutsch agreed, saying, “Roger’s history of serving clients made us certain he would be a great fit with Smith Moore. We are proud to welcome an industry veteran of his caliber and to support the growth of his practice while he continues to assist with his current clients’ wealth management needs.”

Founded in 1913, Smith Moore has grown to include a total of eleven locations with branches in Missouri, Illinois, Kansas, and Mississippi. Smith Moore provides financial guidance for every stage of life through an integrated financial strategy that evolves as clients move through all phases of wealth planning: Accumulation, Distribution, and Legacy. Learn more at www.smithmoore.com.

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