Biography

ROBERT J. SMITH, BBA, MFA

Smitty has been a multi-million-dollar producer for many of America and the world’s largest companies.

He began as a #1 Ranked Home Market Merchandiser for Coca-Cola.

Smitty became the fastest Financial Advisor ever to earn both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations in the storied history of The John Hancock Companies.

He broke all standing sales production records at BankAtlantic/BB&T.

Smitty’s name is honored on display in the lobby of the New York Life Building on Madison Avenue for his part in the company’s 50-year domination at the very top of the Million Dollar Round Table (MDRT).

Smitty led all of North America as well as the rest of the world in production with financial services giants, Manufacturers Life/Mutual of New York (MONY)/AXA Financial and The Equitable.

After Maintaining a Ranking in the Top 1% of All Financial Advisors Worldwide, Smitty Also Maintains a Ranking in the Top 1% of All Producers, Directors, Actors and Writers in the Internet Movie Database (IMDb).

Most importantly, he is now available to bring decades of top-tier performance to your company without you having to pay exorbitant fees, additional office space, employee benefits and other hard costs.

LICENSES AND CERTIFICATIONS

Licensed Insurance Counselor (LIC), Able to Testify as Expert Witness, State of Michigan.

Licensed Mortgage Broker, State of Florida, State of Michigan.

Licensed Life, Health and Variable Contracts Agent, States of Florida, Michigan, Georgia and Massachusetts.

Licensed Real Estate Agent, State of Florida.

Series 7, General Securities Representative, FINRA.

Series 63, Uniform Securities Agent, FINRA.

Series 65, Registered Investment Advisor (RIA), FINRA.

UNIVERSITY AND PROFESSIONAL DEGREES

Bachelor of Business Administration (BBA) at Stetson University.

Creative Writing Master of Fine Arts (CWMFA) as Valedictorian at Full Sail University.

Feature Film Writing Certificate, “With Distinction” at UCLA.

Certificate in Leadership, University of Michigan.

Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), The American College.

Accredited Asset Management Specialist (AAMS), College for Financial Planning (CFP).

Oglethorpe University, Certified Financial Planner (CFP) Instructor.

Certified Mortgage Planning Specialist, CMPS Institute.

AWARDS AND HONORS

Director’s Award – The Art of Visual Storytelling.

Director’s Award – Editing for Film, Games and Animation.

Perennial Million Dollar Round Table (MDRT) Member.

Greater Detroit Area Life Underwriters Field Council.

Executive Council, New York Life.

President, Executive Sports Council, Atlanta.

Treasurer, World League Baseball, Tampa.

United Way Board Member, Tampa.

0 +
Features
0
Years Experience
0
Happy Clients
0
Awards

Smith earned #1 ranking with each of these brands

Book A No Charge Consultation

Can’t Book a Time Soon Enough? Contact Us Here