Mitchell K. Smith

Mitchell K. Smith

Managing Principal

Mitchell K. Smith is the Managing Partner of Universal Insurance Services as well as the managing partner and founder of Universal Partners, with corporate offices located in Boca Raton, FL. He has become recognized as an expert in a variety of areas in the financial services industry. As a nationally recognized professional speaker and consultant he has spoken on a multitude of subjects ranging from Advanced Insurance Planning, Investment Planning, Economics, Wealth Preservation, Business Planning and the psychology of the investor. He has been a regular on NBC’s SmartMoney Today, as well as a featured speaker on other major financial broadcasts focusing on areas ranging from Insurance and Estate Planning to Business Planning and Investment Advisory Services. In addition, Mr. Smith has been a frequent contributor to many national financial magazines such as Business Week, Investment News and Benefits Selling.

For the past 20+ years, Mr. Smith has aided advisors, consumers and corporations in growing their businesses and personal plans either through the Practice Management and Coaching divisions he has created or through consulting for their particular situations. A money manager with unique consistent performance, he has also aided advisors and consumers in better understanding the economy and the complications of managing money in any environment through his own proprietary techniques. In addition, Mr. Smith has consulted with Arthur Anderson, McKinsey and major insurance corporations on everything from advanced case design to marketing and ethical initiatives for the advisory industry. Mr. Smith has helped create programs such as PrivateAdvisor Suite, one of the most compelling products in the corporate market, a series of cutting edge presentation platforms and a one of a kind case design concept. Their corporate client list over this time has included companies and associations with names like the PGA, Republic Services, Sun Microsystems, Spherion and others.

Sought after as the advisors advisor, Mitchell Smith is the financial industries “Renaissance Man”

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