Adam Smith is a consultant in the private client group at the firm. Previously, Adam was the assistant vice president of intermediary sales at Scout Investments for the Southeast. He has more than 15 years of financial services experience. His prior experience includes serving as an internal wholesaler in the Wirehouse and IBD channels at Ivy Funds and owning a small business. Adam has a Bachelor of Science in business administration from Missouri State University and holds Series 7 and 66 licenses. He spends most of his free time with his wife and daughter, and he enjoys Kansas City sports and playing the occasional round of golf.

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