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Marcus Smith

Financial Advisor @New York Life

Melbourne, FL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Financial Advisor @New York Life

Provide holistic guidance in retirement planning, estate planning, and wealth protection.• Support families and small business owners with long-term financial strategies.• Educate clients on insurance solutions that build generational security and stability.

EDUCATION

N/A

Georgia Institute of Technology

Bachelor's degree, Electrical and Electronics Engineering

2013 — 2015

Webster University

Master of Business Administration (MBA)

1993 — 1998

Georgia Institute of Technology

Bachelor of Science - BS, Electrical, Electronics and Communications Engineering

ABOUT MARCUS SMITH

For more than a decade, I’ve dedicated my professional life to serving people, helping families secure their financial future and helping communities access the resources, visibility, and support they deserve. As the Founder of \"Marcus in the Community\", my mission is simple: show up, stay engaged, and create spaces where people feel seen, supported, and empowered. From hosting civic and networking events, to spotlighting local businesses, to supporting youth programs, veterans, and neighborhood initiatives, I believe leadership begins with presence. That presence continues into my role as a City Councilman, where every decision reflects my commitment to fairness, transparency, and community driven progress. Financially, I bring over 15 years of expertise in tax strategy, retirement planning, financial education, and financial planning, helping individuals and business owners build stability and long term growth. I specialize in holistic planning that aligns financial goals with real life values. Today, my work bridges two worlds, financial empowerment and community advancement, with the belief that strong cities grow from strong people. If you’re interested in collaborating, partnering, or building meaningful community initiatives, I’d love to connect!

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