AeroLeads people directory · profile
Rick Spence Email & Phone Number
Executive Vice President at SMA Services, Inc.
at
SMA Services Inc.
1 work email found
@ameritas.com
1 phone found area 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Vice President at SMA Services, Inc.
Location
Dallas-Fort Worth Metroplex, United States
Who is Rick Spence? Overview
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Quick answer
Rick Spence is listed as Executive Vice President at SMA Services, Inc. at SMA Services Inc., based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at ameritas.com, phone signal with area code 800, and a matched LinkedIn profile for Rick Spence.
Rick Spence previously worked as Vice President, Director of Administration at Sma Services Inc. and Director of TPA Services at Sma Services Inc.. Rick Spence holds Bba, Finance from The University Of Texas At Arlington - College Of Business.
Company email context
Email format at SMA Services Inc.
This section adds company-level context without repeating Rick Spence's masked contact details.
{first_initial}{last}@ameritas.com
86% confidence
AeroLeads found 1 current-domain work email signal for Rick Spence. Compare company email patterns before reaching out.
Profile bio
About Rick Spence
I have been in the qualified retirement plan business in every possible position. I have been a financial advisor, third party administrator, pension consultant, plan sponsor, wholesaler and client relationship manager. With this experience, I have gained a unique perspective to help financial professionals, employers and employees with creative solutions to build their business and build their retirement assets with qualified retirement plans. I am no stranger to building a business and distribution from the ground up into a successful and thriving practice.I provide world class retirement plan solutions and services for advisors, employers and employees all across the country.
Listed skills include Retirement Planning, Retirement, 401K, Investments, and 45 others.
Current workplace
Rick Spence's current company
Company context helps verify the profile and gives searchers a useful next step.
Sma Services Inc.
Website
AeroLeads page
11 roles · 40 years
Rick Spence work experience
A career timeline built from the work history available for this profile.
Executive Vice President At Sma Services, Inc.
Current
Aug 2023 - Present
Vice President, Director Of Administration
CurrentDirector of administration and compliance services.
Sep 2022 - Present
Director Of Tpa Services
May 2022 - Sep 2022
Regional Manager-Client Services
My focus is to provide a service experience for plan sponsors, plan participants and financial advisors that makes them think "Man, I am SO glad we chose Ameritas for our retirement plan!" In the world of retirement plans, the job of the plan sponsor, fiduciaries, and advisors is growing more complex. My team and I take great pride in helping to provide creative solutions for easing administrative burdens, engaging participants to build wealth & retire succesfully, and make it easy for fiduciaries to handle all of their responsibilities.
Feb 2013 - Jun 2022
Regional Vice President
Beacon Capital Management
I help advisors and RIA's grow their business through strategic asset allocation with tactical risk management, allowing those advisors to focus their time on client services. Beacon Capital is a third party asset manager that works with the assets held and traded at TD Ameritrade, Schwab and Fidelity. I also enjoyed the other part of my job of key account management by growing our distribution with broker/dealers within my territory.
Jan 2012 - Feb 2013
Regional Vice President
Covered Texas and Oklahoma territory where I built and developed product distibution through financial advisors, RIAs, Banks, Group Benefit Agencies and Insurance Agents in 401(k), Multiple Employer (MEP), Multi Employer 401(k) Plans (Taft Hartley), Davis Bacon plans.
Jun 2008 - Oct 2011
Regional Sales Director
After working very closely with Hartford as a third party administrator, it was an easy transition to step into the role as a wholesaler. In working with some great advisors, we helped a great number of plans by providing better and customized investment menus designed around the company's participant profile which resulted in dramatic participant engagement & satisfaction.
2007 - 2008
~1 yr
President/Owner
National Pension Services, Inc.
Founded National Pension Services – a third party administration firm that administers retirement plans for small to mid market retirement plans. My intent behind starting this company was simple...apply the "Golden Rule" -treat your clients and advisors like you would like to be treated. We experienced experienced growth, prosperity and great loyalty from all we worked with on their retirement plans.
1996 - 2005
~9 yrs
1992 - 1996
~4 yrs
Financial Consultant
Shearson Lehman Brothers
1987 - 1990
~3 yrs
2 education records
Rick Spence education
Bba, Finance
The University Of Texas At Arlington - College Of Business
A.A., Agriculture Business
Weatherford College
FAQ
Frequently asked questions about Rick Spence
Quick answers generated from the profile data available on this page.
What company does Rick Spence work for?
Rick Spence works for SMA Services Inc..
What is Rick Spence's role at SMA Services Inc.?
Rick Spence is listed as Executive Vice President at SMA Services, Inc. at SMA Services Inc..
What is Rick Spence's email address?
AeroLeads has found 1 work email signal at @ameritas.com for Rick Spence at SMA Services Inc..
What is Rick Spence's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Rick Spence at SMA Services Inc..
Where is Rick Spence based?
Rick Spence is based in Dallas-Fort Worth Metroplex, United States while working with SMA Services Inc..
What companies has Rick Spence worked for?
Rick Spence has worked for Sma Services Inc., Ameritas, Beacon Capital Management, Transamerica, and The Hartford.
How can I contact Rick Spence?
You can use AeroLeads to view verified contact signals for Rick Spence at SMA Services Inc., including work email, phone, and LinkedIn data when available.
What schools did Rick Spence attend?
Rick Spence holds Bba, Finance from The University Of Texas At Arlington - College Of Business.
What skills is Rick Spence known for?
Rick Spence is listed with skills including Retirement Planning, Retirement, 401K, Investments, Asset Allocation, Pensions, Mutual Funds, and Series 63.
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