Portfolio Advisor

Brian Smith joined Acropolis in 2018 as a Senior Portfolio Advisor and is primarily responsible for client relationship management, reporting, portfolio analysis, and operations support.

Prior to working at Acropolis, Brian spent over 20 years in both Missouri and Illinois in branches as a Financial Consultant and Branch Manager at Charles Schwab, TD Ameritrade, and Scottrade.

Brian earned his B.S.B.A. from the University of Missouri – St Louis with concentrations in both Accounting and Finance.  He is a CFP® professional and a registered investment advisor representative.

In the past, Brian has been active with both Habitat For Humanity and Junior Achievement of Greater St. Louis.  Brian is a St Louis native, and he is married with 2 sons.