Kevin Smith joined Moneta in 2018 as a Client Service Manager on the Kukla-McGinnis-Brown Team because he respected the firm’s reputation as an industry leader both locally and nationally. His primary concern is giving clients peace of mind about their finances so they can focus on what is most important in their lives.
Kevin previously worked for three years as a stock broker at Fidelity Investments. He is a graduate of St. Louis University with a double major in economics and finance. He earned his Series 7 and Series 63 licenses and is currently studying for the CFA Level II exam.
Kevin spends his time away from work with his wife, Elizabeth, playing tennis, exploring St. Louis, gardening, reading the news and watching classic movies.