My journey to becoming a financial advisor all started when I was 13 years old. An Edward Jones financial advisor walked up to my dad and I throwing the baseball in the front yard. He changed my family's life and helped my parents to retire early. From a young age, I knew I wanted to make a meaningful impact in people's lives like that financial advisor did. After working in industrial sales for a couple of years, I decided to change my career path and join Edward Jones.
As a personal financial advisor, I understand each client has a unique financial situation. Our team strives to create the ideal client experience by taking the time to listen and thoroughly understand your individualized goals, lifestyle and needs in order to put a personalized financial strategy in place. We then partner together throughout our clients' lifetime to help them achieve their individual financial goals.
As a branch team, we enjoy working with local business owners, individuals, families, sales executives, industrial workers, mortgage lenders, real estate agents, business executives, medical professionals, doctors and lawyers. We believe the foundation of every healthy client relationship is built on trust and we always put our clients' best interests first. Our team includes branch office administrator, Jennifer Kirkes, who grew up right outside of Baton Rouge in Central, LA. She is married with two adult sons. We are currently members of Sunrise Rotary, BRAC, and I am currently serving as president of GRIT Networking Group.
I grew up in Baton Rouge and went to high school at Parkview Baptist. My wife, Caroline, and I met at Louisiana State University where we both graduated. We have one son, Bradley, and a new baby on the way. We are currently members at St. Aloysius Catholic Church. We enjoy volunteering our time with Gardere Christian School, cheering on the LSU Tigers and New Orleans Saints. We also enjoy traveling.
My purpose as a financial advisor is to make a meaningful impact in the lives of my clients and within my community. We want to not only meet but exceed client expectations. We believe you deserve exceptional service, and our branch team will be here to help you and your family for decades to come.
We would love the opportunity to serve you. Feel free to reach out if you have any questions about your personal financial strategy.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberSpencer S Smith at (225) 751-2165
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