STRATEGIC WEALTH MANAGEMENT SOLUTIONS

Our leadership is proven and proud.

Meet Our President, Kevin M. Smith, CLU, ChFC

Kevin M. Smith is an independent financial advisor specializing in managed money processes and

retirement security for individuals and businesses as well as a long term care insurance resource expert and speaker. With over 30 years experience in the financial services field, Kevin is an expert in almost every aspect of financial planning, retirement, consulting and more. His impressive resume is detailed in the section below.

 

EXPERIENCE:

OMNI Resource Group

Financial consultant specializing in business and professional consulting. Often including strategies for buy-sell funding for the purpose of assisting the senior partners transition their practice interests to the next generation associates: retirement plan benchmarking and design to help plans meet the new fiduciary and compliance standards required by the DOL: and; income distribution and wealth accumulation strategies. Also, founder of Operation Veterans Aid, an organization dedicated to assisting veterans and their families in the awareness and completion of the application for the Aid and Attendance Pension through the VA.

 

Thrailkill, Broussard & Smith, P.A., Vice President

Responsible for individual financial planning and education for public and private clients. The firm

educated and developed clients through a seminar system from 1995-2002. Named "Best New Group"

in 1997 by Successful Money Management Seminars, Inc., the nation's largest producer of financial

education materials. (April 1995-January 2003)

 

New England Mutual Life Insurance Company

In 1983, responsible for individual and group sales of insurance and investment products and

Involved in the sale and service of one the first 40 l(k) plans in the U.S. As sales manager in 1985,

responsibilities included recruiting, training, joint work, and managing a team of up to twelve

producers. Won New England's Agency Builder Award four consecutive years. The management

award recognized outstanding performance in new agent recruiting, agent retention, average agent

production, and total unit production growth. During the four years, agent retention was greater than

50%. Returned to personal production in 1990. (February 1983 - March 1995)

 

Mass Mutual Life Insurance Company

Began insurance career with Mass Mutual in November of 1980 in Winter Park, FL and was the

number four producer during the two and one half years with the agency.

 

EDUCATION:

Bachelor of Science in Business Administration, 1980, Florida State University, Tallahassee, FL

 

LICENSE:

Life, Health, Variable Annuity, Series 6, 22, 65, and 7

 

ACHIEVEMENTS / RECOGNITIONS:

Multiple Qualifier of MDRT and Court of the Table Qualifier. Speaker at various industry, service, and charitable organizations including Florida Special Olympics on financial and estate planning issues for families with special needs children and the Florida Methodist Pastors' Conferences assisting those in the ministry with financial and retirement issues, The FICPA annual meeting on Financial Planning on the topic of Long Term Care. Past Chair of Peggy and Phillip Crosby YMCA, Board Member of Warriors on the Green an organization dedicated to the rehab of wounded veterans through the activity of golf, Board Member of Lydia House.

 

PERSONAL:

Married to Beth since 1982 and the father of two children; Bennett, a recent graduate and two-time golf and Academic All-American at Dallas Baptist University and Ellen a junior at UCF. Kevin has been a member of the business community in Central Florida since 1980.

www.kmswm.com  |  407-923-8724

Chartered Financial Consultant® (ChFC®) program candidates must pass six required courses, two elective courses, a two-hour exam and meet experience requirements to earn the ChFC designation.

 

The Chartered Life Underwriter® (CLU®) credential is conferred only upon successful completion of a ten-part course of study that covers fundamentals of economics, finance, taxation, investments, and other areas of risk management as they apply to life insurance. The CLU program requires that an individual have at least three years of professional experience in the insurance industry.

Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. KMS Wealth Management and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.