Helping You Achieve Financial Success

Helping you achieve financial success is The Goldsmith Oplotnik Group's first priority. The Goldsmith Oplotnik Group at Morgan Stanley works to provide meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, John Goldsmith and Anita Oplotnik, will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. With our Wealth Planning Center specialists, we'll help you address issues ranging from management of risk to philanthropy. We can help ensure that, whatever your objectives are, your personal and family values are at the heart of all of your planning.

John Goldsmith and Anita Oplotnik are financial advisors based in Springfield, Missouri. They provide financial planning, qualified plan, and corporate retirement services. If you have question regarding your portfolio, corporate retirement account, or financial planning, please call us at 417-885-1603.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Professional Portfolio Management3
  • Planning for Education Funding4
  • Wealth Management5
  • Corporate Retirement Plans6
  • Wealth Planning7
  • Cash Management and Lending Products8
  • Endowments and Foundations9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We go far beyond providing traditional investment advice. The correct investments are important, but a professional financial plan is not based solely on asset selection and management, but comes from knowing more about you and your family. As such, we will ask questions that help us understand more about your goals and concerns and how they are impacted by financial topics. Our focus will be on the details of your family’s life, thereby allowing us to develop a comprehensive financial plan that provides you a clear roadmap towards alleviating your concerns and achieving your life’s goals.

    Location

    1535 East Primrose St
    Springfield, MO 65804
    US
    Direct:
    (417) 885-1603(417) 885-1603
    Toll-Free:
    (800) 884-5590(800) 884-5590

    Meet The Goldsmith Oplotnik Group

    Photo of Anita Oplotnik

    Anita Oplotnik, CRPS®

    First Vice President, Financial Advisor, Corporate Retirement Director, Family Wealth Advisor, Senior Investment Management Consultant, Branch Manager, Chartered Retirement Plans Specialist

    Phone:
    (417) 885-1610(417) 885-1610
    Photo of Rebecca Yasinksi

    Rebecca Yasinksi

    Senior Registered Client Services Associate, Portfolio Management Associate

    Photo of Shweta Agarwal, CFP®

    Shweta Agarwal, CFP®

    Financial Planning Associate

    Photo of Karen Willingham

    Karen Willingham

    Senior Registered Client Services Associate, Portfolio Management Associate

    About Me

    EDUCATION:

    Arkansas State University, Jonesboro, AR

    Bachelor of Science in Biology, August 1969



    WORK EXPERIENCE:

    Morgan Stanley – 2010 to Present

    Smith Barney – 1998 to 2010

    Private Financial Business Consultant – 1996 to 1998

    President of regional industrial supply company – 1973 to 1996

    U.S. Army Captain, Vietnam Helicopter Pilot – 1969 to 1973



    AWARDS:

    Smith Barney Blue Chip Council

    Citigroup Winner’s Crown

    20 Year Loyalty Service Award

    U.S. Army Distinguished Flying Cross with Oak Leaf Cluster



    EXPERIENCE:

    Consults with clients to determine financial needs and goals and develop customized plans.

    Utilizes solid market and financial data to reinforce recommendations.

    Monitors markets and adjusts client plans as needed.

    Helps prepare financial performance reports detailing plan outcomes.

    Keep abreast of personal and financial life changes for clients.

    Oversee investments and proactively manage client portfolios.

    I believe asset allocation is an important component of any investment strategy

    Understanding market corrections helps you to achieve your investment goals.
    Securities Agent: MO, WA, TX, TN, OR, OK, NY, NV, NJ, MS, LA, KY, KS, IL, ID, IA, FL, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1426100

    About Me

    Professional Experience:
    Morgan Stanley – 2005 to present
    Bank of America – 1989 to 2005
    Series 7, 66, 31, 9, 10, Life, Health, Insurance, Annuity & Disability Licensed
    CRPS® – Chartered Retirement Plans SpecialistSM

    Education:
    Bachelors of Science in Marketing/Business Administration, Associates of Science in Computer Programming – Missouri Southern State University, Joplin, MO - 1988
    MBA in Finance – Missouri State University, Springfield, MO - 2002

    Anita has been a passionate advocate for her clients for more than 29 years by supporting their wealth management and planning needs. She joined Morgan Stanley in 2005, after 16 years with Bank of America’s Private Bank, and is devoted to constructing financial plans tailored to her clients’ unique path. Anita is an active member of APIC (Association of Professional Investments Consultants). Her dedication to producing a customized strategy best suited for her clients has led to her pursuing the Chartered Retirement Plan Specialist℠ (CRPS®) designation. In 2015, she received Morgan Stanley’s designation of Senior Investment Management Consultant and was nominated to The Institute of Family Wealth Management. In 2016, she received the Family Wealth Advisor designation. In 2017, she received Morgan Stanley’s Corporate Retirement Director designation.

    Anita is very active in the community. She has served as Vice President of Fair Grove School Board for 10 years. She also continues to be involved with several local charitable organizations, including currently serving as a member of the finance board of the Community Foundation of the Ozarks. Anita has remained supportive of her alma mater, Missouri Southern State University by serving on their Foundation Board. In January 2016, she was appointed by Governor Jay Nixon to the Missouri Southern State University Board of Governors. She currently serves on the finance committee for MSSU’s Board of Governors.
    Securities Agent: TX, MO, WY, WI, WA, VA, UT, TN, SD, SC, RI, PR, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MT, MS, MN, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, CO, CA, AZ, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1401647
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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    Make Your Words Memorable

    Master public speaking with savvy tips from the pros.

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    Ready to start a conversation? Contact The Goldsmith Oplotnik Group today.
    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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