David Corliss
Director of Private Wealth
- Retirement Income Planning
- Long-Term Care Solutions
- Business Continuation Planning
- Financial Products Analysis & Design
- Wealth Transfer Planning
- Estate 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 Corliss
Director of Private Wealth
Biography
Dave has 27 years of experience in the life insurance industry, having started in 1998 at The Hartford. His first life insurance sales role came in 2001 as an internal wholesaler working with Financial Advisors across all distribution channels. In 2005, he was promoted to Key Account Manager, responsible for managing broker/dealer relationships and sales in the independent channel. In 2010, Dave joined Pacific Life Insurance Company as a Key Account Manager in the life division and was quickly promoted to Senior Key Account Manager.
In 2014, Dave was promoted to Long-Term Care Regional Director for Pacific Life covering New England and New York. His focus was to assist Financial Advisors across all channels in better understanding the LTC/chronic illness market, products and how to assist their clients in choosing the right plan to address their concerns. In 2022, Dave joined The Smith Companies/Capitas Financial as Wealth Planning Consultant, now Director of Private Wealth, covering a variety of accounts in southern New England, Long Island, and northern New Jersey. In this role, he partners with Financial Advisors to help them implement customized planning strategies for their clients’ various needs.
Dave and his family live in Suffield, CT. Having four children, he enjoys coaching several youth sports in the community. In his free time, he enjoys pickleball, woodworking, golf, fishing, traveling, and spending time at the beach with his family.
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.
