Heather L. Davis Smith, Jd, Clu, Chfc, Cap

Heather L. Davis Smith, Jd, Clu, Chfc, Cap Email and Phone Number

Vice President and Head of Strategic Marketing @ M Financial Group
Plano, TX, US
Heather L. Davis Smith, Jd, Clu, Chfc, Cap's Location
Plano, Texas, United States, United States
Heather L. Davis Smith, Jd, Clu, Chfc, Cap's Contact Details

Heather L. Davis Smith, Jd, Clu, Chfc, Cap work email

Heather L. Davis Smith, Jd, Clu, Chfc, Cap personal email

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About Heather L. Davis Smith, Jd, Clu, Chfc, Cap

As a seasoned Corporate Vice President at New York Life with over 25 years of experience, I have led strategic marketing and meeting planning initiatives, reporting directly to the CEO as part of the Nautilus Leadership Team. My portfolio includes oversight of three pivotal domains: Marketing, Meetings, and Training & Development, where I drive innovative strategies and high-impact outcomes.I hold four professional credentials—Juris Doctor (JD, licensed in Texas), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor in Philanthropy (CAP)—which complement my extensive experience in strategic planning, event management, and training development. My expertise lies in crafting compelling narratives, designing educational and marketing resources, and orchestrating events that range from intimate gatherings to large-scale, multi-location conferences. My work is defined by creative vision, meticulous attention to detail, and the ability to deliver exceptional results under tight budgets and timelines.Passionate about leadership and continuous improvement, I excel in fostering collaboration across teams, driving transformative change, and navigating complex challenges with strategic foresight. My ability to manage and develop talent, coupled with my commitment to lifelong learning, has earned me accolades, including the President's Award from New York Life’s Executive Vice President and the “Be the Best Award” from Nautilus’s CEO.I am eager to leverage my experience in strategic leadership, project management, and corporate development to drive growth and innovation in C-suite roles. Whether shaping marketing strategies, leading corporate initiatives, or overseeing comprehensive training programs, I am dedicated to delivering transformative results and fostering a culture of excellence.

Heather L. Davis Smith, Jd, Clu, Chfc, Cap's Current Company Details
M Financial Group

M Financial Group

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Vice President and Head of Strategic Marketing
Plano, TX, US
Website:
mfin.com
Employees:
272
Heather L. Davis Smith, Jd, Clu, Chfc, Cap Work Experience Details
  • M Financial Group
    Vice President And Head Of Strategic Marketing
    M Financial Group
    Plano, Tx, Us
  • New York Life Insurance Company
    Corporate Vice President - Head Of Marketing, Meetings & Agent Development
    New York Life Insurance Company Aug 2011 - Present
    Addison, Tx
    In my role at The Nautilus Group, I report directly to the CEO, overseeing three critical domains: Marketing, Meetings, and Agent Development. I drive strategic initiatives that align with our corporate vision, delivering results that enhance our market presence, operational efficiency, and overall organizational growth.As the Head of Marketing, I lead brand management for The Nautilus Group, serving as the Executive Producer for high-impact New York Life videos and digital content. I oversee our social media presence and blog content, ensuring consistent and compelling messaging. My role also involves directing the production of newsletters and an award-winning financial website, amplifying our digital footprint and reinforcing our brand's excellence.In my capacity as Head of Meetings, I function as Program Director, orchestrating a wide range of in-person and virtual events across multiple locations and audience sizes. From comprehensive CE programs to high-stakes meetings, I oversee all aspects of event planning, including agenda creation, contracting, speaker selection, budget management, content and compliance oversight. My hands-on approach includes seamless onsite event management, fostering cross-functional collaboration and elevating attendee experiences.My leadership extends to Agent Development, where I provide strategic guidance on training programs to teams specializing in consultative services, including client acquisition strategies and succession planning. I also direct onboarding sessions and curate exclusive behind-the-scenes visits to key company offices, enriching our consultative offerings and fostering long-term growth.Throughout my tenure at New York Life, I have consistently operated at the executive level, steering multifaceted strategies that drive transformative initiatives across the organization. My leadership role ensures alignment with overarching business objectives, fostering sustainable growth and organizational excellence.
  • New York Life Insurance Company
    Corporate Vice President - Business Market Services
    New York Life Insurance Company Mar 2009 - Aug 2011
    Addison, Texas, United States
    Expanding my responsibilities within the Advanced Planning Group, I assumed oversight of a significant portion of our legal team. Simultaneously, I took on the role of Executive Producer for a nationally acclaimed event, refining my expertise in strategic planning, cross-departmental operations, program management, and marketing. These efforts were all geared toward amplifying our organization's reach and bolstering its reputation.In recognition of my exceptional project management skills, I received the esteemed President's Award from New York Life's Executive Vice President and the prestigious "Be the Best Award" from Nautilus's CEO.This work led to my promotion of the highest level of Corporate Vice President, transitioning to a management role in Field Operations, and returning to The Nautilus Group, marking the next phase of my professional trajectory.
  • New York Life Insurance Company
    Assistant Vice President - Management
    New York Life Insurance Company May 2007 - Mar 2009
    Addison, Texas, United States
    As I undertook larger-scale projects and spearheaded brand advocacy initiatives, I engaged in collaborative efforts with C-suite executives, business partners, and diverse corporate stakeholders within a distinctive business landscape emphasizing both sales and comprehensive training and development. My impactful contributions in these domains led to my elevation to the role of Corporate Vice President - Business Market Services.
  • New York Life Insurance Company
    Director - Special Projects Manager
    New York Life Insurance Company Jan 2001 - May 2007
    Addison, Texas, United States
    Building on my position as Director, I continued as an estate, business, and tax planning consultant for high-net-worth individuals within New York Life's Advanced Planning Group. During this tenure, I initiated speaking engagements and innovated client-focused resources. My responsibilities expanded to leading projects aimed at the broader New York Life audience. Recognizing the impact of these efforts, I earned a promotion to Assistant Vice President.
  • New York Life Insurance Company
    Director - Nautilus Special Cases Unit
    New York Life Insurance Company Feb 1999 - Jan 2001
    Addison, Texas, United States
    In my role as Director at The Nautilus Group, a distinguished membership service of New York Life, I worked on the special cases team, curating highly specialized, bespoke estate and business planning analyses tailored for clients with a minimum net worth of $15 million. Additionally, I conducted staff training sessions on Excel-based programs. To expand my client exposure and leverage my expertise in educating others, I transitioned to New York Life's Advanced Planning Group from Nautilus.
  • Ameritas
    Advanced Life Sales
    Ameritas Jul 1997 - Feb 1999
    Lincoln, Nebraska Area
    As a licensed financial services professional, I simultaneously developed educational programs and bolstered advanced sales within a General Office setting, while actively supporting the Advanced Sales division at the Home Office. I maintained contributions to both roles at Ameritas before being recruited by New York Life, which led to my relocation to Texas.
  • Burns & Associates Law Firm
    Law Clerk
    Burns & Associates Law Firm Mar 1995 - Mar 1997
    Lincoln, Nebraska, United States
    During my tenure at the firm, I primarily focused on a prominent civil case that garnered national attention. I departed from the firm when the attorney I supported was appointed to the District Court bench by the Governor.
  • Dowding Law Offices
    Law Clerk
    Dowding Law Offices 1995 - 1996
    Lincoln, Nebraska, United States
    The first legal brief I drafted for the firm was referenced by the court in a formal legal opinion.
  • The Daily Nebraskan
    Journalist
    The Daily Nebraskan 1992 - 1994
    Lincoln, Nebraska, United States
    Authored news articles and featured stories for the student newspaper, leveraging this experience to secure an opportunity to write a feature story for my hometown newspaper. The feature highlighted my experience working for a U.S. Representative in Washington D.C.
  • U.S. House Of Representatives
    Congressional Intern
    U.S. House Of Representatives Jun 1993 - Aug 1993
    Washington, District Of Columbia, United States
    Drafted correspondence, aided in specialized projects, and conducted guided tours for constituents visiting Congressman Bill Barrett's office during my tenure as a congressional intern. Authored remarks that were not only delivered but also directly cited in the Congressional Record.
  • Lincoln Board Of Realtors
    Marketing Intern
    Lincoln Board Of Realtors 1992 - 1993
    Lincoln, Nebraska, United States
    Managed comprehensive marketing operations for the Lincoln Board of Realtors, overseeing diverse initiatives such as orchestrating a successful Valentine's Day fundraiser and spearheading an inventive advertising campaign.

Heather L. Davis Smith, Jd, Clu, Chfc, Cap Skills

Estate Planning Series 63 Financial Advisory Social Media Customer Relations Financial Planners Public Speaking Fixed Annuities Presenter Online Marketing Insurance Retirement Planning Event Planning Iras Education Variable Annuities Team Leadership Series 6 Advertising 401k Roth Ira Financial Services Life Insurance Mutual Funds Universal Life Multi Generational Wealth Transfer Finra Marketing College Savings Plans Training Licensed Life Insurance Agent Customer Service Long Term Care Disability Insurance Journalism Wealth Project Planning Long Term Care Insurance Series 24 Management Business Management 401k Rollovers Project Management Public Relations Marketing Communications Term Life Insurance Retirement Series 7 Securities Whole Life

Heather L. Davis Smith, Jd, Clu, Chfc, Cap Education Details

Frequently Asked Questions about Heather L. Davis Smith, Jd, Clu, Chfc, Cap

What company does Heather L. Davis Smith, Jd, Clu, Chfc, Cap work for?

Heather L. Davis Smith, Jd, Clu, Chfc, Cap works for M Financial Group

What is Heather L. Davis Smith, Jd, Clu, Chfc, Cap's role at the current company?

Heather L. Davis Smith, Jd, Clu, Chfc, Cap's current role is Vice President and Head of Strategic Marketing.

What is Heather L. Davis Smith, Jd, Clu, Chfc, Cap's email address?

Heather L. Davis Smith, Jd, Clu, Chfc, Cap's email address is he****@****ife.com

What schools did Heather L. Davis Smith, Jd, Clu, Chfc, Cap attend?

Heather L. Davis Smith, Jd, Clu, Chfc, Cap attended The American College, University Of Nebraska College Of Law, University Of Nebraska-Lincoln.

What skills is Heather L. Davis Smith, Jd, Clu, Chfc, Cap known for?

Heather L. Davis Smith, Jd, Clu, Chfc, Cap has skills like Estate Planning, Series 63, Financial Advisory, Social Media, Customer Relations, Financial Planners, Public Speaking, Fixed Annuities, Presenter, Online Marketing, Insurance, Retirement Planning.

Who are Heather L. Davis Smith, Jd, Clu, Chfc, Cap's colleagues?

Heather L. Davis Smith, Jd, Clu, Chfc, Cap's colleagues are Haley Perrick, Scott Krizek, Cfp®, Kat Van Til, Alanna Buck, Clu, Jack Wendland, Jim Clement, David Pergande.

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