Tommy Kingsley
Director of Private Wealth
- Executive Compensation Planning
- Advanced Estate Planning
- Business Continuation Planning
- Financial Products Analysis & Design
- Retirement 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.
Tommy Kingsley
Director of Private Wealth
Biography
Tommy has over 40 years of experience in the financial and insurance industry and has a broad understanding of estate and insurance planning tools and techniques. Tommy specializes in assisting financial advisors with sophisticated and unbiased wealth management and insurance strategies to help enhance their clients’ portfolios.
Tommy began his carrier with Mutual of New York in 1980. Two years later he was hired by E.F. Hutton as an Insurance Planning Specialist. Tommy worked for E.F. Hutton and its successor firms Shearson Lehman, Smith Barney and Morgan Stanley for a combined 30 years. Tommy has been affiliated with Capitas since 2013. Tommy and his internal associate, Aprille Wann, have been working together for 25 years.
Tommy received a BBA from the University of Texas Arlington with an emphasis in marketing. He is a member of the Baylor and Dallas Foundations. He is a former board member the Baylor Hospital Grapevine and Coppell YMCA.
Tommy has been married to Sherri for 38 years and has three children. He enjoys college sports, the lake, and outdoor activities.
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.
