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MassMutual financial professional.

P. "Jordan" Smith, Jr.email

Capital Strategies - South Texas

10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157

  • Professional Story

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    I attended Texas A&M - Corpus Christi with a major in history and minor in psychology. I belong to the San Antonio A&M club, the San Antonio German Club, and am very active at my church, St. David's Episcopal Church. On the weekends, you can find me either fixing something around the house, gardening, hunting, chasing golf balls, spending quality time with friends/family, or playing with my two dogs, Molly and Buddy.

    Education

    Texas A&M - Corpus Christi (2009-2010)

  • Languages:
    • English
    • Spanish

  • Credentials:
    • CFP®
    • ChFC®
    • CLTC®
    • ChSNC™

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • College Funding Strategies
    • Charitable Giving
    • Special Care

  • Online Services

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