Bob Plack joined Smith Moore in 1987 and is registered as an investment broker and an investment advisor representative. He manages securities portfolios and provides a full range of products, services, investment plans, and retirement plans. He specializes in managing traditional stock and bond positions with an emphasis on income and potential dividend growth.
Bob’s father was a financial analyst, so he grew up reading financial statements. He was fortunate to study under two Nobel Prize winners who inspired a lifelong quest for a deeper understanding of business analysis and portfolio management. He follows a disciplined process to help clients build wealth and steadily generate income from their portfolios.
He graduated from Washington University in St. Louis in 1986 and holds a BSBA in Finance and Accounting. He holds the FINRA Series 6, 7, 24, 63, and 65 professional licenses in addition to holding a Missouri Insurance License.