Marc Smith

Managing Partner

B94A6583-minMarc draws on his 25 years of financial services experience to help retirees and near-retirees meet their retirement needs. By listening to his clients and drawing on his diverse product knowledge, Marc ensures that his clients get the custom-designed retirement plan that’s right for them.

Before joining Secure Retirement Strategies, Marc was a managing partner of a leading financial organization, where he initiated the unique Suite of Services platform. This service brought together the broadest range of non-proprietary products to the marketplace under one roof.

Some of Marc’s career highlights include being recognized with the prestigious GAMA Master Agency Award for the past 15 years, GAMA International Management Diamond Award 2012, youngest partner and leading sales manager in the United States at New York Life, Top of the Table qualification in his fourth year in the business, and #2 ranking in his second year in the business with Equitable Life Insurance Company.

Marc is regarded for his honesty, passion, integrity, relationship building and high ethical standards and he is a certified member of the National Ethics Association. And while all of Marc’s achievements are gratifying, they pale in comparison to the pleasure he gains from helping others.

Marc graduated the University of Denver with a B.A. in Mass Communications. He was also a visiting student at the University of Pennsylvania General School of Studies. He is involved in many charitable organizations, and enjoys travel, exercise, art, reading, and spending time with his wife and four sons.

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Contact Marc

Phone: 610.888.4673
Email: msmith@srsstrategies.com