As an Edward Jones financial advisor, I have advised clients during different life stages, complex investment situations and ever-changing market conditions. My goal has been to help my clients feel reassured about financial matters and to clarify their life goals. The best compliment I receive from clients is that I explain investing in terms they understand.
Prior to starting my career with Edward Jones in 2001, I enjoyed a successful career with a major insurance company working in New Hampshire, Georgia, New York City and Boston.
I reside in Portsmouth, NH with my wife, Pam. We have two daughters, Jennifer and Haley. Pam and I grew up in Portsmouth and made the decision to move back in 1988 to start our family. When away from the office, I enjoy spending time with my family and giving back to the community.
When we work together, I start every conversation by listening to you to ensure I understand what is most important to you. I then work through our established process to help you define your goals, create tailored solutions and partner with you to help keep you on track over the long term.
Now more than ever, we want to meet clients on their terms. Our established process allows us to help clients in the office if they prefer to meet in person. We also meet clients by web conference if they live out of town, or just have busy schedules.
If you are an individual investor who is serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations, a high net worth individual looking for tax-sensitive solutions or a small business owner who wants to invest through your company or develop a strategy for your personal portfolio, my branch team associate, Peggi, and I are ready to provide exceptional client service in a professional and friendly manner.
- Insurance & Annuities
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Home Improvement
Phone NumberBob Smith at (603) 430-1099
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
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