Broker Check
Michael S. Smith

Michael S. Smith

Financial Advisor / Senior Partner

PROFESSIONAL BACKGROUND

Mike, an associate with Penn Mutual Wealth Strategies, has been in the financial services Industry since 1996. Mike holds his FINRA Series 6, 63 & 65 and General Lines – Life, Accident & Health and is an Investment Advisor Representative of Hornor, Townsend and Kent, LLC.

His areas of specialization are working with physicians and closely held businesses in areas of Small Business & Financial Strategies, Medical Business & Qualified Retirement and Estate Planning.

Mike is married with 3 children and lives in Dallas, Texas.

LICENSES AND CERTIFICATIONS
  • Registered Representative of Hornor, Townsend and Kent, LLC
  • Investment Advisor Representative of Hornor, Townsend and Kent, LLC
  • General Lines — Life, Accident & Health
  • Series 6, 63 & 65 

 MEMBERSHIPS / COMMUNITY

  • NAIFA — Dallas
  • MDRT — Qualifying and Lifetime Member of Million Dollar Round Table