4/29/2024 0 Comments Charles a schwartz![]() These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives. Northeast Missouri State University, Bachelor of Science degree in Business Background.I began my financial services career in 1983, and I am passionate about educating clients and helping them achieve their goals through proper planning and investment strategies. in 2016 as a financial advisor in our Clayton, MO, office. Mary’s Foundation, Professional Approachĭrawn by their client-centered approach to financial services, I joined Benjamin F.In addition, I love to travel, and I’m an avid St. I also like to play golf, tennis, racquetball as well as snow and water ski. Outside of work, I enjoy spending time with my wife, Lisa, and our four children-Elizabeth, Chris, Caroline, and John. ![]() I began my financial services career in 1981, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.ĭrawn by their client-centered approach to financial services, I joined Benjamin F. Because financial situations can be complex, we can work with your attorney, accountant or other professionals to assist you in the pursuit of your goals. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?Īs we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Spending time there taking care of the property and horses or fishing, riding ATVs or puttering around on the golf cart is a Professional ApproachĪs a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect. My siblings and I are lucky enough to share a family “farm” in Lonedell, Mo. Louis or visiting them in Nashville or Dallas. Outside of the office, I enjoy spending time with my family here in St. I have been in the financial services industry since 1982 and have personal experience across multiple firms and varying market conditions. Previously, at AG Edwards, I led our New FA Training program at a time when the firm trained 1,000+ new FAs annually and had the highest-first year production in firm history. Edwards, I led a team at Wells Fargo Advisors dedicated to working with financial advisors to increase the profitability of their practices, successfully establish teams with other FAs as well as transition through succession plans. ![]() These are the operating principles I rely on when I coach advisors or when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.īefore joining Benjamin F. branch office, allows me to put my experience to work to help our advisors and their teams improve their productivity and help my clients improve their financial outcomes. Edwards as well as the Branch Manager of our Clayton, Mo. The Smiths are members of Central Presbyterian Church in Clayton, as the Practice Management Manager for Benjamin F. When he’s not serving clients, he enjoys working in his yard, chasing his children around, and playing golf. Tanner lives in Des Peres, Mo., with his wife, Whitney, son Rowan, and daughter, May Alice. Charles Regional Chamber and serves on the Magic House Development Committee. ![]() Tanner graduated from the University of Missouri, earning his master’s degree in business administration from Webster University. With his experience and dedication, he strives to provide his clients with valuable guidance and personalized, current investment advice to assist them in reaching their financial goals. Tanner is passionate about helping people manage their finances and make sound investment decisions. Tanner prides himself on getting to know each client to assess their needs, wants, and wishes and then creating a customized financial plan to help attain their unique goals. Tanner Smith Delivers Customized Financial Advice to Clients Striving to Reach Their Goals ![]()
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