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Robert_SmithRobert M. Smith, CFP®
Senior Vice President – Investments

Phone NumberEmailLocation

bfe_logo_advisor
1305 Lamar Ave
Suite C
Paris, TX 75460
MAP

Phone: 903-783-1307
Toll Free: 844-234-1307
robert.smith@nullbenjaminfedwards.com

My Community Activities

  • Our Lady of Victory Catholic Church, Member and Volunteer Organist
  • Joseph’s Community Foundation, Board Member
  • University of Arkansas Alumni Association, Member

My Professional Background

As 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 client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Is it important for you to make meaningful contributions to a charity? Are you transitioning your wealth to the next generation?

As 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. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 and facilitated the opening of our Paris office. I started my financial services career in 1984, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I enjoy spending time with my wife, Karen. I also like to play golf, boat, listen to music, travel and watch college sports — I’m an avid Arkansas Razorback fan.

Areas of Concentration

  • Asset Allocation
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Income Planning
  • Wealth Management

Education

  • University of Arkansas, Bachelor of Arts degree in Economics
  • CERTIFIED FINANCIAL PLANNER™ (CFP®), 2012

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.