Stuart Smith, JD
Stuart finds opportunity in dysfunction: he landed his first job at Charles Schwab the day after the 1987 stock market crash.
Stuart contributes over three decades of leadership and experience to the FP Transitions team, as both a lawyer and a licensed securities professional. First hired in 1982 to sell stocks in a boiler room (he left as soon as he passed the Series 7), Stuart went on to manage multiple domestic and foreign branch offices for Charles Schwab. In addition to his many years working with individual investors, he developed a business that provided clearing and custody services to financial advisers, banks and brokers worldwide.
Looking for another challenge, Stuart completed law school. A pilot and aviation aficionado, Stuart spent time at a law firm specializing in aviation law before becoming a partner in a boutique Seattle firm. There, he worked the transaction side of the business helping clients buy and sell corporate jets.
Back on the ground at FP Transitions, Stuart is part of the Succession Planning team, where his experience makes him uniquely qualified to understand the challenges of financial business owners and the solutions to help them accomplish their goals.
Stuart lives in Lake Oswego where he and his wife are active in the community. Stuart serves as VP of the Lake Oswego Corporation (it manages the namesake lake), and is on the board of the Lawyer Pilot Bar Association. In his spare time, Stuart serves as an adjunct professor at Lewis and Clark Law School where he teaches aviation law.
Stuart has a business degree from Washington University in St. Louis and a law degree from the University of San Diego. He is a member of the Oregon State Bar and the Washington State Bar. He has formerly held Series 7, 8, and 63 licenses.
A native Nebraskan, Stuart is hopeful that the Cornhuskers won't implode again this season.