SMALL & ASSOCIATES FINANCIAL

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Ryan Bartholomew, Private Wealth Advisor serving the Little Rock, AR area - Ameriprise Advisors

Ryan Bartholomew

CFP®, CRPC®, APMA®

Private Wealth Advisor

Vice President of SMALL & ASSOCIATES FINANCIAL
Visit Ryan Bartholomew's website
Chris Mc Keown, Financial Advisor serving the Little Rock, AR area - Ameriprise Advisors

Chris Mc Keown

APMA®, CRPC®

Financial Advisor

Vice President of SMALL & ASSOCIATES FINANCIAL
Visit Chris Mc Keown's website
Kymberlie Reed, Financial Advisor serving the Little Rock, AR area - Ameriprise Advisors

Kymberlie Reed

CRPC®, APMA®, CLTC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Kymberlie Reed's website
Mark McCord, Financial Advisor serving the Little Rock, AR area - Ameriprise Advisors

Mark McCord

Financial Advisor

Franchise Owner
Visit Mark McCord's website
Tara Beth Cobb, Financial Advisor serving the Little Rock, AR area - Ameriprise Advisors

Tara Beth Cobb

APMA®, CRPC®

Financial Advisor

Visit Tara Beth Cobb's website

Team

Emily Pratt

Emily Pratt

Paraplanner,

Client Service Specialist

Qualifications

  • Series 7 & Series 66 Licensed since 2000. AR insurance license #156707
  • BA Business Management, Human Resources Ramapo College of New Jersey 1992.
  • 2009 Winner of Hot Springs Village Chamber of Commerce Customer Service/People Development Award
  • Notary Public

Roles & Responsibilities

  • Trades and Money Movement
  • Prepare financial planning recommendations and product solutions for advisor review and use.
  • Maintain client contact during the financial planning process.
  • Prepare charts, graphs and other visual aids to be used with clients.
  • Develop portfolio/robust product solution recommendations based on client needs and develop product deliverables.
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Andrea Smith

Andrea Smith

Paraplanner,

Client Service Specialist

Qualifications

  • Financial Industry for over 10 Years
  • Series 7 Licensed
  • Series 63 Licensed
  • Notary Public

Roles & Responsibilities

  • Trades and Money Movement
  • Social Media
  • Prepare financial planning recommendations and product solutions for advisor review and use.
  • Maintain client contact during the financial planning process.
  • Answer questions and provide information to clients as it relates to servicing their accounts.
  • Manage and resolve client service problems.
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Taylor Priest

Taylor Priest

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelors Degree in Zoology/Pre-Med from Oklahoma State University
  • Series 7 Licensed
  • Series 63 Licensed

Roles & Responsibilities

  • Prepare charts, graphs and other visual aids to be used with clients.
  • Manage and resolve client service problems.
  • Answer questions and provide information to clients as it relates to servicing their accounts.
  • Review and update client information for review meetings and attend and participate in client meetings as necessary.
  • Prepare correspondence for advisor.
  • Schedule and prepare agendas and forms for client appointments.
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Eric Thessing CRPC®

Paraplanner,

Client Concierge

Qualifications

  • Bachelors Degree in Finance from Arkansas State University
  • Series 7
  • Series 66

Roles & Responsibilities

  • Prepare charts, graphs and other visual aids to be used with clients.
  • Answer questions and provide information to clients as it relates to servicing their accounts.
  • Review and update client information for review meetings and attend and participate in client meetings as necessary.
  • Manage and resolve client service problems.
  • Prepare correspondence for advisor.
  • Schedule and prepare agendas and forms for client appointments.
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Caitlyn Small

Caitlyn Small

Client Service Specialist

Roles & Responsibilities

  • Workflow from Client Meetings
  • Client Engagement
  • Client Service
  • Gather Financial Plan Data
  • Advisor Support
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Stacey Florea

Stacey Florea

Client Service Specialist

Qualifications

  • Over 9 years Financial Industry Experience
  • Bachelors Degree in Business Management
  • Over 25 Years experience serving clients

Roles & Responsibilities

  • Greet and extend hospitality to clients and document client communications.
  • Set up and maintain client management system and track client special events.
  • Write notes or letters to clients and administer client appreciation tasks.
  • Copy and track all client and practice materials including business correspondence.
  • Conduct client appointment reminder calls and check-in calls on follow up items.
  • Assist others in the practice.
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Shirley Bearden

Shirley Bearden

Client Service Coordinator

Qualifications

  • Over 7 years in Financial Industry

Roles & Responsibilities

  • Greet and extend hospitality to clients and document client communications.
  • Set up and maintain client management system and track client special events.
  • Write notes or letters to clients and administer client appreciation tasks.
  • Conduct client appointment reminder calls and check-in calls on follow up items.
  • Copy and track all client and practice materials including business correspondence.
  • Assist others in the practice.
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Pam McPherson

Pam McPherson

Marketing Manager

Qualifications

  • Over 30 years experience in Customer Service Industry.
  • Over 16 years experience in Financial Services Industry.
  • Notary Public

Roles & Responsibilities

  • Seminar and Event Planning
  • Client Engagement
  • Scheduling
  • Notary Public
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Britany Creek

Britany Creek

Office Manager,

Client Service Specialist

Qualifications

  • Experience in Financial Services Industry for over 13 years.
  • Notary Public

Roles & Responsibilities

  • Office Supervision
  • Team Management
  • Reporting
  • Goal Establishment and Tracking
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Jim Faryewicz

Jim Faryewicz

Operations Leader,

Chief Operating Officer