financial advisor in Bridgeton Peter Smith
12375 Saint Charles Rock Road
Bridgeton, MO 63044
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It is my pleasure to serve the financial needs of people in the St Louis area. I started in the financial services industry in 2004 and became a financial advisor in 2013. I hold a Bachelor of Science degree in finance from Tuman State University.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I am involved with youth basketball. In my free time, I enjoy traveling, spending time at Lake of the Ozarks and watching my kids compete at sports.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office12375 Saint Charles Rock Road
Bridgeton, MO 63044
Secondary office2885 Netherton Drive
Saint Louis, MO 63136
Secondary office10067 Bellefontaine Road
Saint Louis, MO 63137
Secondary office11100 Larimore Road
Spanish Lake, MO 63138
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.