Dylan joined Smith Moore as a Wealth Management Associate in 2024. Prior to joining the Smith Moore team, he spent several years in the financial services industry assisting clients with trading securities. He holds his Series 7, 9, 63 and 65 licenses.
Dylan earned his degree in Finance from the University of Missouri – St. Louis. Building on his formal education, he deepened his understanding of economics, financial markets, and relationship management at his predecessor firms, Charles Schwab and TD Ameritrade. He assisted clients in understanding the fundamentals of investing. At Smith Moore, he is excited to spend more time working with clients on their overall financial plans, with a focus on retirement planning. Assisting clients in navigating through the multitude of financial decisions in their lives combines his passion for finance and his desire to help others. As clients experience significant milestones in their lives, and their families’ lives, Dylan wants to be there every step of the way.
Dylan lives in St. Louis, Missouri, with his fiancé, Mackenzie, and their two golden retrievers, Baker and Grainger. In his free time, he enjoys golfing, playing softball, and hiking with Mackenzie, Baker and Grainger. Dylan is also an avid sports fan. He is always looking for a good conversation relating to the St. Louis Cardinals, the St. Louis Blues, or the Tennessee Volunteers. Let’s go Vols!