Gerald Smith

Gerald Smith is a seasoned financial professional with extensive experience in the financial services industry. Currently serving at Capital Strategies, a MassMutual firm since October 2020, Gerald previously held positions at Merrill Lynch Wealth Management as a Financial Advisor from August 2015 to May 2019, and at CHARLES SCHWAB & CO., INC. as a Vice President and Financial Consultant from October 2003 to March 2014. Earlier in their career, Gerald worked as a Personal Banker at BANC OF AMERICA INVESTMENT SERVICES, INC. for nearly a year and as an Investment Consultant at CHARLES SCHWAB & CO., INC. from February 1999 to October 2002. Gerald holds a Bachelor's Degree from the University of Texas System, earned from 1990 to 1994.