Scott K. Smith

Background

About Scott K. Smith

As a financial advisor, I strive to be caring and empathetic, dedicated to understanding each client's personal story and financial aspirations. I provide heartfelt, personalized guidance to help clients navigate their financial journeys and achieve their dreams with confidence. In 2011, I began my career with Edward Jones. My legacy aspirations are measured by the impact I've had in the lives of others. I tell my wife daily, I'm off to change the world today and I live by these principles. Originally from Hobbs, NM, I was V.P. of Watson Truck and Supply, Inc. for 15 years before joining Edward Jones. I serve on the board of directors of the corporation, which has been in my family since 1943. This deep-rooted family involvement has instilled in me a profound understanding of family stewardship and the importance of preserving wealth across generations. I have served in various philanthropic roles, including director of the Hobbs and Frisco Chambers of Commerce and chairman of the NM Junior College Foundation. In 2023, I was named principal with the firm and asked to serve as regional leader to lead 50 other branch teams in north Dallas. I received my degree in business from Elon University and an MBA from University of the Southwest. I earned the CFP® certification in 2022 and most recently earned the CEPA® designation to serve the complex needs of high-net-worth individuals, businesses and non-profits. Jeoffrey Dumas, FPQP®, is my registered branch associate, who has 14 years of industry experience. She joined our team in 2019. Jeoffrey earned her BBA from McMurry University and an MBA from University of Dallas. Together, our #1 priority is delivering an exemplary client experience. With a commitment to building lasting relationships, we guide clients with financial advice: understanding their goals, creating a tailored strategy, then implementing the strategy and regularly reviewing progress. Our approach includes retirement planning, investment management, tax strategies, estate considerations and risk assessment. We strategize with your trusted professionals, such as attorneys and CPAs, to provide a holistic approach. We work to ensure clients feel supported and empowered to make decisions that lead to a secure future. My wife, Carrie, and I reside in Prosper, TX. We enjoy time with our children, traveling, lake trips and relaxing at For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see