Our Team

Helping Clients Retire with Confidence

Merrick Smith is a seasoned financial professional with deep expertise in insurance and retirement income planning. As Managing Partner at Secure Retirement Strategies and a Registered Fiduciary™, Merrick leads with integrity and a client-first mindset. He began his career at Delaware Valley Financial, where he led commercial insurance strategies for mid-sized businesses before joining SRS to help individuals build financial security through tailored income and risk-managed solutions.

Licensed in PA, NJ, and NY, Merrick specializes in life, health, and annuity products that deliver guaranteed income and protection. He holds a B.A. in Finance and Real Estate from the University of Denver.

Client Praise

“Merrick helped move my stagnant IRA into a solution with a guaranteed return—better than any CD—without risk. He was thorough, professional, and made the process seamless.”
— Andrew Longo, SRS Client

Beyond the Office

Merrick enjoys skiing, yoga, cooking, tennis, and travel. He’s also active in charitable work and community giving.