SMITH & COMPANY, INC.
CLEARWATER, FLORIDA

Smith & Company, Inc., a part of The Smith Companies, Ltd., is a distinguished provider with over three decades of expertise in advanced planning and wealth conservation. Having more than $32 billion dollars of coverage currently in-force, the company delivers sophisticated solutions tailored for insurance professionals, financial planners, and investment advisors. Under the leadership of industry veterans Paul Stevenson, Damien Glennon, and Amanda Capps, The Smith Companies serves as a comprehensive resource offering seamless access to an extensive range of insurance products. With support from over 20 top-tier carriers, clients can find competitive options suited to their unique needs. Our experienced team includes attorneys, finance professionals, and business specialists committed to helping clients integrate life insurance into their estate, business, or financial plans effectively. Headquartered in Port St. Lucie, Florida, with a mailing address at 1940 SE Port Saint Lucie Blvd., the company maintains its operational excellence through strategic updates marked by crucial events like the recent amendment on April 27, 2017. Smith & Company remains proactive and compliant, submitting annual reports such as the most recent one dated February 8, 2024 for the year 2024. The leadership team includes Stephen W. Smith as President, Gordon M. Dexter as Vice President, and Sherri N. Lewis serving as Executive Director.