Don Smith CLU, ChFC

(252) 261-4093
(352) 489-0893

Biography

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

My education is as follows: ChFC {Charter Financial Consultant} and CLU {Charter Life Underwriter} Designations from the American College. Master’s Degree of Professional Studies and Bachelor of Science Degree from C.W. Post College.

Don and Merrie, his wife of 36-years, reside on the Southern Smith Farm in Dunnellon, Florida. Each of their 3 children has achieved success in their own right: Amie owns and manages her own business, Donnie is a long-time, multi-unit, restaurant manager, and Kerrie is an elementary school teacher and mother of their Grandson Noah.

Well known as a fiscal conservative and financial watchdog with a sharp pencil, Don served as the Mayor of an upscale coastal community providing highly acclaimed public service while presiding over the region's lowest tax rates. Don's hobbies and memberships include; scuba diving, golf, fishing, and traveling. He is a member of the Outer Banks Gun Club and Tea Party Solutions of Ocala, Fl.

CRN201312-155423