MARC SMITH

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MARC SMITH

Managing Partner

Marc draws on his 25 years of financial services experience to help retirees and near-retirees work toward their financial objectives. By listening to his clients and drawing on his diverse product knowledge, Marc ensures his clients get a custom-designed retirement plan that fits their goals and dreams.

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. He also was the youngest partner and leading sales manager in the United States at New York Life.

Marc has passed the Series 63 securities exam and holds licenses in life and health insurance and annuities in New Jersey and Pennsylvania. He graduated with a Bachelor of Arts in mass communications from the University of Denver.

In his free time, Marc assists many charitable organizations and enjoys traveling, exercise, art, reading and spending time with his wife and four sons.

Contact Information

Phone: 610.888.4673

Email: msmith@srsstrategies.com