Nancy Wolfe-Smith, CLU®, FLMI, LUTCF®, HIA

Gold Coast Chapter Past President & Advisor 

We asked her a few questions to get the interview started.

How do you want to help people financially?  “I want to help people secure their futures, whether it’s protecting their current assets or helping them to plan for retirement.”

What makes you unique? “My team and I are not sales people, we help our clients with their real life stuff.”


In 2015 Nancy was named the WIFS Member of the Year!  She has 32 years’ experience in financial services, specializing in Auto, Home, Life insurance and mortgages. An alumni of University of Florida, University of Phoenix she achieved a Bachelor’s Degree in Linguistics and an MBA. She holds her FINRA Series 6, the 220, 215, Mortgage Broker licenses.  Ask her about her community involvement; she participates in 4D’s Study Group where she organizes monthly meetings and is Past President of Positive Images.

Fun Facts: 

Nancy’s family includes husband Heath and daughter, Mikayla, along with their dog, Bear and cat, Mojo.

Did you know? Nancy’s been on Shark Tank (in the background), and she used to dance semi-professionally (Disco)!!

Nancy says “I love being a part of Gold Coast because our members support and encourage each other.”