Meet the Founder
Dr. Sheila R. Smith, PhD
Life Insurance Broker · Financial Literacy Educator · Legacy Builder
Dr. Sheila R. Smith is a licensed Life Insurance Broker and passionate Financial Literacy educator dedicated to helping women 40+ build wealth, protect their families, and create lasting legacies.
With decades of experience in financial services, Dr. Smith founded Smith & Associates Legacy Assets with a singular mission: to close the wealth gap by equipping underserved communities with the knowledge and tools they deserve.
Her faith-driven approach combines professional expertise with genuine compassion. She believes that financial literacy is not a privilege — it is a right — and she has made it her life's work to make that a reality for every client she serves.
Dr. Smith holds a PhD and brings both academic rigor and real-world wisdom to every strategy session, policy review, and educational workshop she leads.
CREDENTIALS
- Licensed Life Insurance Broker
- PhD — Higher Education Leadership
- Certified Financial Literacy Educator
- Faith-Driven Business Leader
What Drives Dr. Smith
Faith First
Every decision is grounded in faith, integrity, and a commitment to doing what is right for each client.
Client-Focused
Your goals, your family, and your legacy are at the center of every strategy we build together.
Legacy-Centered
We think in generations — not just years — because true wealth is what you leave behind.
Ready to Build Your Legacy?
Schedule a complimentary strategy call with Dr. Smith today.
Schedule Your Strategy Call