Financial 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.