Client Services 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.