Julie Shamhart 2“Smith Moore offers me all the resources of a large financial services firm with more flexibility and the freedom to run my practice the way I want. I can focus my energy on developing customized financial plans for clients and not attending endless meetings.

“Our group is tight-knit and structured to support each other’s needs. We also have access to the marketing tools and expertise of RBC to help with practice growth.

“When I transitioned my book of business, my clients were able to save half a percent or more on fees, which will have a positive impact on long-term savings. And the commission structure is extremely competitive.”

- Julie Shamhart, CFP®, Financial Advisor