Gerald Smith Email & Phone Number

Preparing for the next step in life isn’t always easy and knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:• Define your personal financial goals• Develop a financial strategy that can help you achieve these goals• Suggest suitable products and solutions based on your needs• Implement your strategy with products and services that help meet your needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. I am licensed to sell insurance in Ohio and Texas. I am licensed to sell securities in Texas.Gerald Smith is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 317 Grace Lane, Ste. 250, Austin, TX 78746. (512) 346-6020. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.

Listed skills include Customized Investment Strategies and Customized Wealth Strategies.