PROFESSIONAL SPECIALTIES
Executive/ Employee Benefits Design
Life, Disability Income & Long-term Care Insurance
Investment Management/ Portfolio Analysis - access to professional asset managers
Retirement Planning - Individual & 401Ks
Estate Planning
Succession Planning
QUALIFICATIONS
Licensed Insurance Agent, 1969
Chartered Life Underwriter, CLU (1976)
ChFC (1983)
Registered Health Underwriter, RHU (1985)
General Securities Representative FINRA Series 7 Registration (1970)
Member Society of Financial Service Professionals
Professional Achievement through Continuing Education, PACE member
VA Tech Hokie 67’ Grad - Honored for Outstanding Leadership
PERSONAL
Served as Lt. in U.S. Army - Aug 1967 to Aug 1969
Married to Sue -1981
2 Children
Activities include: Tennis, paddle tennis, ocean kayaking, board sailing, golf, skiing, cycling, hiking
Member of Wayne Presbyterian Church
Member of Waynesboro Country Club
Gary W. Smith is a Registered Representative of and offers securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory Office: 100 Corporate Center Dr., Suite 201, Camp Hill, PA 17011 (717) 763-7365
CRN201204-133088