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St. Louis, MO – Smith Moore, a nationally acknowledged wealth administration agency backed by over 100 years of expertise, introduced the addition of Roger Koch as Monetary Advisor. Koch joins Smith Moore with over 37 years of economic providers expertise throughout Larger St. Louis.
“I’m grateful to companion with a agency as well-established as Smith Moore,” says Koch. “Given the agency’s lengthy historical past of consumer service, I’m assured that our collaboration offers my shoppers and me with the instruments wanted to assist them progress on their monetary journey.”
Koch is figuring out of Smith Moore’s headquarters positioned at 7777 Bonhomme Avenue in Clayton, MO. His expertise consists of managing consumer funding portfolios whereas establishing and monitoring consumer 401(ok) plans. A lot of his shoppers work as actual property professionals and Roger is proficient in addressing their particular wants and targets.
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Roger’s partnership with Smith Moore may even increase an present crew of three achieved monetary professionals at the moment figuring out of the Clayton department: Donna Zoeller, serving as Senior Vice President; Gregory Bray, additionally holding the place of Senior Vice President; and Cory Downer, contributing as a Wealth Administration Affiliate.
Downer is happy to work intently with Koch, explaining, “We’re thrilled to have Roger be part of Smith Moore. We imagine he is a good match and will likely be a helpful addition to our crew. It’s apparent he takes nice pleasure within the relationships he has constructed all through his profession. I love the dedication he has to his shoppers.”
President and Chief Govt Officer James Deutsch agreed, saying, “Roger’s historical past of serving shoppers made us sure he could be an important match with Smith Moore. We’re proud to welcome an trade veteran of his caliber and to assist the expansion of his follow whereas he continues to help along with his present shoppers’ wealth administration wants.”
Based in 1913, Smith Moore has grown to incorporate a complete of 11 areas with branches in Missouri, Illinois, Kansas, and Mississippi. Smith Moore offers monetary steerage for each stage of life via an built-in monetary technique that evolves as shoppers transfer via all phases of wealth planning: Accumulation, Distribution, and Legacy. Study extra at www.smithmoore.com.
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