Jerry Galvin
Director of Private Wealth
- Capitas Business Insurance Specialist
- Wealth & Asset Preservation Strategist
- Distribution Specialist
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.
Jerry Galvin
Director of Private Wealth
Biography
Jerry has over 41 years of experience in the financial and insurance industries that began in 1981. From 1991 through 2004 he was a Senior Estate Planning and Business Insurance Specialist with two world class financial brokerage firms. His expertise has focused on tax efficient wealth accumulation, wealth preservation and tax efficient distribution strategies utilizing the unique advantages of the life insurance contract as a planning product. He specializes in delivering this professional and successful process to his client’s best clients.
Jerry works with the nation’s top NY Metro financial advisors, legal firms and accounting firms, helping support their Ultra-High Net Worth affluent clientele navigate their family wealth preservation and distribution process in tandem with their legal and tax council. Additionally, he has been a guest speaker and seminar facilitator for a number of regional estate planning councils and national financial brokerages.
Jerry graduated from Lafayette College in Easton, PA with a degree in Economics and Finance. Jerry is married with four children living on the North Shore of Long Island. In his spare time he enjoys skiing, sailing and golfing.
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.
