Careers

“When I made the transition to Smith Moore from a big wirehouse, I knew I was making the right decision for myself, and more importantly, the right decision for my clients. At Smith Moore, I don’t have to worry about pushing products and services that aren’t in the best interest of my clients.

“Our relationships are positive and long-lasting, and great client service is often at the center of that. I enjoy being able to interact with my clients one-on-one when we meet for reviews, and my clients enjoy the team I’ve built at my office.

“Even Jim Deutsch, Smith Moore’s President and CEO, has his own book of business like the rest of our advisors, which shows me that we’re being supported from every corner. This is a company run by people who are true to their word, and that means a lot to me.”

“At Smith Moore, I have been able to bring my clients over and enjoy the ability to do the work a financial advisor should do. That’s applying strategies and finding solutions for clients’ needs. We are able to use the whole spectrum of needs-based investment services.

“I love learning about my clients’ objectives and aspirations and then solving for those goals. With the solutions we have available, it’s great knowing there are strategies we’ll able to present to the client and Smith Moore will be able to deliver on the agreed upon recommendations.

“The products, the atmosphere—everything is geared toward success at the firm. This is true for both advisors and clients. Every operation and decision is carried out with purpose and integrity.”