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Thomas L

Series 63, Series 65

Brandon, MS

Smith, Moore & Co.

Thomas Lee is a financial advisor with Smith, Moore & Co. in Mendenhall, MS, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, PriorityOne Insurance Agency, and Priority One Bank. Lee also maintains a part-time role as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team structure. The firm uses both advisor-managed accounts and third-party managers, employing fundamental and technical analysis to manage diversified portfolios.

Business succession planning Founder/Business Owner Executive
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Todd B

Series 66

Brandon, MS

Smith, Moore & Co.

Todd Barnthouse is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at PriorityOne Bank and Raymond James Financial Services. Outside of his advisory role, he is the owner and president of Barnthouse Custom Homes in Brandon, MS. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension plans, utilizing an open-architecture approach that includes proprietary model portfolios, individual portfolio construction, and access to third-party managers. The firm manages a range of investments across stocks, bonds, mutual funds, ETFs, options, and select alternatives through both discretionary and non-discretionary accounts.

Business succession planning Founder/Business Owner Executive
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Mylan A

Series 66

Brandon, MS

Smith, Moore & Co.

Mylan Anderson is a financial advisor at Smith, Moore & Co. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Priority One Bank and Raymond James Financial Services. Outside of advising, he owns a storage facility business. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements across a diverse range of investment options.

Business succession planning Founder/Business Owner Executive
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