Michael J. Smith, ChFC, CLU

Michael J. Smith, ChFC, CLU

Investment Advisor Representative

Phone: (972) 774-0700 x 142
Fax: (972) 774-1652
E-mail:

Mike is committed to providing independent, customized guidance to help clients achieve the financial health and security they desire.  By utilizing various financial tools he is able to get a clear picture of each client’s financial condition and help them formulate a plan to achieve their goals. Mike works independently of any product providers which reassures his clients they will be presented with a solution that is best for them. Mike has the ability to simplify complex financial principles and products for his clients, making it easier for them to understand his recommendations and make informed decisions.

Mike has been a Million Dollar Round Table qualifier each year he has been in the financial services business. He has been affiliated with the John Hancock Financial Network (JHFN) since 1993 and has been awarded JHFN’s prestigious ACE Award which recognizes its leading advisors who demonstrate a high level of professionalism, integrity, and a commitment to excellence.  Mike has received the ACE Award for 15 years and has been inducted into JHFN’s coveted Hall of Fame. Additionally, Mike has been featured in Texas Monthly magazine making the list of FIVE STAR Wealth Managers* in the Dallas/Fort Worth area since 2008.

 Mike has lived in the Dallas area since 1983. He has been married to Trudy since 1967 and they have two children and three grandchildren. Mike is an active member of his church and teaches Sunday school to first grade children. He enjoys playing golf, spending time at his cabin in Colorado, and driving his 2009 Dodge Challenger R/T Classic.

*The FIVE STAR Award is a client services award issued by Crescendo Business Services, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or magazine.