Brian Smith Email & Phone Number
Sr Portfolio Advisor @ Acropolis Investment Management, LLC
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Brian Smith Location
- St. Louis, MO, US
Brian Smith Work
- 2018 -now Sr Portfolio Advisor @
- 2018 -2018 Financial Advisor @ VALIC Financial Advisors Inc
- 2014 -2018 Branch Manager @
- 2011 -2014 Investment Consultant @
- 2009 -2011 Relationship Manager @ Scottrade® Advisor Services
- 2002 -2009 VP-Financial Consultant @
Brian Smith Education
- University of Missouri-Saint Louis
Bachelor of Science (BS) (Business Administration - Concentrations in Finance & Accounting)
1987-1989 - Boston University
(Certificate in Financial Planning)
- College for Financial Planning
(Accredited Asset Management Specialist)
Brian Smith Skills
- Retirement Planning
- Tax Planning
- Estate Planning
- Business Development
- Investments
- Mutual Funds
- Portfolio Management
- Financial Services
- Wealth Management
Brian Smith Summary
- Brian Smith, based in St. Louis, MO, US, is currently a Sr Portfolio Advisor at Acropolis Investment Management, LLC. Brian Smith brings experience from previous roles at VALIC Financial Advisors Inc, Scottrade, TD Ameritrade and Scottrade® Advisor Services. Brian Smith holds a 1987 - 1989 Bachelor of Science (BS) in Business Administration - Concentrations in Finance & Accounting @ University of Missouri-Saint Louis. With a robust skill set that includes Retirement Planning, Tax Planning, Estate Planning, Business Development, Investments and more. Brian Smith has 2 emails on RocketReach.
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Top Acropolis Investment Management, LLC Employees
Michele Clark
Senior Portfolio Manager
St. Louis, MO, US
Dave Ott
Partner
Chesterfield, MO, US
Cliff Reynolds
Partner
St. Louis, MO, US
Scott McKillip
Portfolio Manager
Chesterfield, MO, US
Chris Lissner
President
Chesterfield, MO, US
Joseph Kelley
Portfolio Manager
Chesterfield, MO, US
Robert Fleming
Chief Compliance Officer
Chesterfield, MO, US
Lauren Kingsten
Portfolio Manager
St. Louis, MO, US
Bob Schramm
Operations Manager
St. Louis, MO, US
Brian Smith
Sr Portfolio Advisor
St. Louis, MO, US
Marie Tustin
Partner
Saint Charles, MO, US
Laura Baum
Controller
St. Louis, MO, US
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