robert.smith@benjaminfedwards.com
Phone: 844-234-1307
Toll Free Phone: 844-234-1307
Phone (Direct): 844-234-1307
Benjamin F. Edwards - Paris, TX
1305 Lamar Ave
Ste 100
Paris, TX 75460
Check the background of this investment professional on FINRA’s BrokerCheck

Robert Smith, CFP®

Senior Vice President – Investments

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

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.