2023 Face of Wealth Management: Small and Associates Financial

Joey Small, Private Wealth Advisor, President of Small and Associates Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC

Tell us about the history of your business:

We started our private wealth financial advisory practice 24 years ago by building client relationships based on trust, integrity, superior client service and goal-based financial planning. We opened our first office in Little Rock in 1999, our Tulsa, Oklahoma, office in 2002 and our Hot Springs Village office in 2010. 

What has been your organization’s proudest moment or accomplishment?

Our team’s most significant achievement has been the consistent recognition received annually since 2009 as one of the top 1,200 financial advisors in Barron’s. And, in 2015, we were honored with the Ameriprise lifetime achievement award and named into the Ameriprise Financial Hall of Fame. This achievement is a testament to the dedication and hard work that our team brings in guiding our clients toward their financial dreams.

What is the key to your success?

Our key to success is always placing our client’s needs first. We work with our clients to create a personalized financial picture of what their financial future will look like and how to accomplish it, be it planning for retirement, saving to buy a new home, going on a dream vacation, saving for their children’s education or leaving behind a financial legacy. 

What is the most important thing you do for Arkansans?

By helping our clients to make informed financial decisions and build a solid financial foundation for themselves and their families, we believe we can make a meaningful difference in the lives of our fellow Arkansans. By supporting the local economy and giving back to the community through charitable giving and other initiatives, we also strive to be a positive force for good in the communities we serve.

Small and Associates Financial • 501.975.7968 • smallandassociatesfinancial.com

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Not FDIC or NCUA insured I No Financial Institution Guarantee I May Lose Value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.