David Nelson
Director of Private Wealth
- Advanced Estate Planning
- Retirement Planning
- Executive Compensation Planning
- Financial Products Analysis & Design
- Business Continuation Planning
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
David Nelson
Director of Private Wealth
Biography
Davey joined the Smith Companies, a Capitas Financial partner firm, as Wealth Planning Consultant in December, 2022. He has over 30 years of experience in the insurance industry working with Merrill Lynch, Transamerica and Highland Capital. As a regional insurance specialist, Davey works with financial consultants and clients providing expert guidance for a lifetime of security through life insurance, long term care and disability Insurance.
Davey attended Ocean County College in Toms River, NJ and holds his Series 6, 63 and life & health insurance licenses. He spends his time as a recreational and travel coach for boys’ basketball, baseball and soccer. He currently resides in Point Pleasant, NJ wife his wife, Kelly, and their two boys, DJ and Liam. His is an avid New York Yankees and Giants fan.
The Smith Companies
At Smith Companies, Ltd., we specialize in empowering financial advisors, attorneys, accountants, and trust officers with comprehensive insurance solutions that enhance their clients’ financial and estate plans. As a premier General Agency, we provide seamless access to a wide range of life, long-term care, and disability insurance products from the industry’s top carriers — all in one place.
What sets us apart? Beyond product access, we deliver unmatched value through expert support and strategic guidance. Our team works alongside you to ensure insurance solutions are thoughtfully integrated into your clients’ broader financial goals — helping you deepen relationships and deliver exceptional outcomes.
Discover the Smith Companies advantage — where expertise meets efficiency, and your success is our priority.
