At Smith Moore, we provide financial guidance for every stage of life through an integrated financial strategy that evolves as our clients move through all phases of wealth planning: Accumulation, Distribution and Legacy.

Our financial advisors truly make us different. Discover how a personalized approach, the freedom to customize short- and long-term strategies that are right for you, and a dedication to putting clients first make Smith Moore a valuable asset for your present and future.

Your advisor will help you determine your needs and craft a detailed financial plan based on your investment objectives, current situation, risk tolerance and “time horizon” for reaching your goals.

Since our inception in 1913, Smith Moore has maintained its focus on our mission of dedication to customer service. As one of the oldest investment firms established west of the Mississippi River, Smith Moore has a proud history of helping its customers to plan their financial futures and delivering financial peace of mind.

Let us help you. Please contact your local Smith Moore Financial Advisor.

If you do not currently have a Smith Moore Financial Advisor, please contact us today at 1-800-264-0426 or 1-314-727-5225.

Insurance

Investment Management

Smith Moore

Smith Moore's headquarters in Clayton, MO, United States

Randall Rhyner

Cfp® Kevin Kopff

Amy Tognozzi

Jaret Perryman

The Leadership Team at Smith Moore is responsible for the strategic direction, financial oversight, and operational management of the company. This team ensures that Smith Moore consistently delivers on its mission of providing personalized, client-first financial guidance through comprehensive planning and excellent customer service. Key roles within this team include compliance, financial management, branch operations, and overall corporate governance, all aimed at upholding the firm’s proud legacy and future growth.

Leadership Team

The Client Services Team at Smith Moore is dedicated to providing exceptional support to both clients and financial advisors. Comprised of Executive Client Associates, Registered Client Associates, and Client Associates, this team ensures seamless communication and coordination, addresses client inquiries, manages account paperwork, and assists in the implementation of personalized financial strategies. Their focus on client satisfaction and operational efficiency is integral to delivering the high level of service and customized financial planning that sets Smith Moore apart.

Client Services Team

The Financial Team at Smith Moore specializes in developing and managing personalized financial strategies for clients. Comprising experienced professionals, including the Chief Financial Officer, Certified Financial Planners, and Senior Vice Presidents and Financial Advisors, the team assists clients in all phases of wealth planning—Accumulation, Distribution, and Legacy. They evaluate clients' investment objectives, risk tolerance, and time horizon to craft detailed financial plans tailored to individual needs, ensuring both short- and long-term financial success.

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Smith Moore

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Teams

Leadership Team

Client Services Team

Financial Team

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Smith Moore

Org chart

Teams

Leadership Team

Client Services Team

Financial Team

Offices

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